Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nate? Claim Your ProfileNate Holley is a financial advisor with PNC Investments, specializing in providing investment advice to individuals, businesses, and retirement plans. Nate has been in the financial industry since 2010, with experience at PNC Investments and AXA Advisors. Nate holds the Series 66, Series 7, and SIE licenses. Nate currently holds registrations in California, Florida, Illinois, New Hampshire, Ohio, and Pennsylvania.
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.
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.
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2
OH
11/10/2020 - Present
PNC Investments (MEDINA OH)
OH
03/28/2016 - 12/06/2018
PNC INVESTMENTS (AKRON OH)
OH
06/10/2010 - 01/14/2014
PNC INVESTMENTS (MEDINA OH)
OH
10/13/2008 - 04/16/2010
AXA ADVISORS, LLC (AKRON OH)
BOTH
Issued 12/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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