Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Lash is a financial professional with over 20 years of experience in the industry. Nathan currently works with MML Investors Services, LLC and is registered with the state of Virginia. Nathan is also registered as an Investment Advisor Representative (IAR) in Virginia and Texas. Prior to working at MML Investors Services, LLC, Nathan worked at a number of firms including RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, BRANCH, CABELL & CO., INC., and JOSEPHTHAL & CO., INC. Nathan's expertise includes asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
06/23/2015 - Present
MML Investors Services, LLC (Glen Allen VA)
NY
03/09/2002 - 03/01/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
01/16/2001 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NY
08/12/1999 - 02/02/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
BOTH
Issued 06/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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