Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Perry is a financial advisor with over 17 years of experience in the financial services industry. Nathan is registered with M Holdings Securities, Inc. and M Financial Asset Management, Inc.. Nathan holds the Series 7, 63, 66, and SIE licenses. Nathan has experience working with individuals, corporations, pension and profit-sharing plans, and insurance companies. Nathan is a Chartered Financial Analyst (CFA). Nathan offers a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
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2
TX
09/27/2023 - Present
M Holdings Securities, Inc. (Dallas TX)
TX
02/21/2007 - 01/13/2021
BLACKROCK INVESTMENTS, LLC (DALLAS TX)
GA
10/05/2001 - 12/31/2001
PFS INVESTMENTS INC. (DULUTH GA)
RI
08/10/2000 - 07/03/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 03/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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