Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan York is an active Registered Investment Advisor with Eagle Strategies LLC. Nathan has been in the financial services industry since August 2007, and is registered in 27 states. He is also registered with FINRA. Nathan is a Series 66, Series 7 and SIE exam holder. His previous experience includes Yieldquest Securities, LLC, and Generational Financial Partners LLC.
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.
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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GA
11/15/2017 - Present
Eagle Strategies LLC (ALPHARETTA GA)
GA
05/10/2006 - 09/03/2015
YIELDQUEST SECURITIES, LLC (ATLANTA GA)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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