Unclaimed
Nathan Pierce is an investment advisor with Park Avenue Securities LLC and is registered with the state of Colorado, as well as 24 other states. Nathan has over 25 years of experience in the financial industry. Nathan's primary focus is providing financial planning and portfolio management services for individuals, charitable organizations, and corporations. Nathan also provides services for pension and profit-sharing plans. Prior to joining Park Avenue Securities, Nathan was employed by Farmers Financial Solutions, LLC and Pruco Securities Corporation. Nathan holds both a Series 6 and Series 7 license along with a Series 63 and Series 65. Nathan is a board member for Emerald Glen 6th Owners Sub Association.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
04/15/2019 - Present
Park Avenue Securities LLC (LOVELAND CO)
CA
03/14/2012 - 09/21/2012
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CO
07/10/2001 - 03/01/2012
FARMERS FINANCIAL SOLUTIONS, LLC (LOVELAND CO)
NJ
09/22/1997 - 06/01/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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