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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 Allen Freeman is a financial advisor with Raymond James Financial Services Advisors, Inc. and Oldfield Wealth Partners. Nathan is located in Bangor, Maine and has been in the industry since 2005. He has a Series 7, 9, 10, 66 and SIE license. Nathan specializes in working with individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Nathan offers a variety of financial planning services, including investment management, retirement planning, and estate planning. He also provides education seminars on financial topics.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ME
01/29/2019 - Present
Raymond James Financial Services Advisors, Inc. (BANGOR ME)
ME
05/26/2011 - 02/05/2019
UBS FINANCIAL SERVICES INC. (BANGOR ME)
ME
06/23/2008 - 05/31/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEWISTON ME)
ME
12/17/2007 - 07/18/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (BREWER ME)
ME
07/13/2007 - 12/17/2007
CHITTENDEN SECURITIES, LLC. (BANGOR ME)
ME
09/11/2006 - 07/16/2007
UVEST FINANCIAL SERVICES GROUP, INC. (BANGOR ME)
NJ
01/01/2005 - 05/03/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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