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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Burhans is a financial advisor with over 13 years of experience in the financial services industry. Nathan has held positions at several firms, including E*TRADE Securities LLC, Edward Jones, and Morgan Stanley. Nathan is currently registered with Morgan Stanley as a Registered Representative in Arizona and Texas. Nathan is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Nathan specializes in providing investment advice, financial planning, and portfolio management services to individual investors and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
01/09/2023 - Present
Morgan Stanley (Gilbert AZ)
AZ
01/05/2016 - 09/05/2023
E*TRADE SECURITIES LLC (Gilbert AZ)
AZ
11/25/2015 - 12/10/2015
EDWARD JONES (GILBERT AZ)
AZ
04/17/2014 - 11/30/2015
MORGAN STANLEY (TEMPE AZ)
AZ
02/01/2010 - 04/24/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
TX
10/24/2008 - 12/31/2008
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
BOTH
Issued 12/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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