Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nate? Claim Your ProfileNate Elisha is a financial advisor with over 8 years of experience in the financial services industry. Nate has a strong background in providing financial advice to individuals, families, and businesses. Nate is currently registered with J.P. Morgan Securities LLC and holds Series 7, 63, and 66 licenses. Nate is a Certified Financial Planner (CFP) and has extensive experience in financial planning, portfolio management, and investment advisory services. Nate has previously worked with City National Securities, Inc., RIM Securities LLC and VALIC Financial Advisors, Inc.. Nate is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/22/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
05/06/2021 - 06/06/2022
CITY NATIONAL SECURITIES, INC. (Beverly Hills CA)
NY
03/05/2014 - 10/31/2016
RIM SECURITIES LLC (NEW YORK NY)
CA
08/01/2012 - 02/20/2014
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
CA
04/27/2012 - 06/18/2012
METLIFE SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 07/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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