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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 Anderson Burgess is a financial advisor with over 15 years of experience in the financial services industry. Nathan Burgess is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2008. Prior to that, Nathan Burgess worked for First Clearing, LLC and Wachovia Securities, LLC. Nathan Burgess holds a Series 7, Series 24, and Series 66 license. Nathan Burgess specializes in providing financial advice to individuals, families, and businesses. Nathan Burgess also has experience in portfolio management, financial planning, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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
MO
08/01/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/01/2008 - 01/05/2015
FIRST CLEARING, LLC (ST. LOUIS MO)
VA
01/18/2006 - 07/11/2008
FIRST CLEARING, LLC (RICHMOND VA)
VA
01/21/2004 - 07/11/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 08/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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