Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Littrell is a financial advisor with over 8 years of experience in the industry. Nathan currently works with Harbour Investments, Inc., where Nathan focuses on providing financial planning and portfolio management services to a variety of clients including individuals, families, and small businesses. Nathan is a Certified Financial Planner® professional. Prior to joining Harbour Investments, Inc., Nathan worked with Northwestern Mutual Investment Services, LLC and Securian Financial Services, Inc.. Nathan holds FINRA Series 6, 7, 63 and 65 licenses along with the Securities Industry Essentials (SIE) exam.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
06/23/2022 - Present
Harbour Investments, Inc. (Lake Mills WI)
WI
06/21/2021 - 06/27/2022
SECURIAN FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
10/06/2014 - 06/15/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
IA
Issued 08/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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