Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Couch is a financial advisor associated with BOK Financial Securities, Inc., and has been in the industry since June 2011. Nathan is registered with the state of Colorado and is active in both Broker-Dealer and Investment Advisor capacities. Nathan has experience in providing advice to clients on a wide range of investment products and services, including portfolio management, financial planning, and educational seminars. Nathan also has experience with the Municipal Securities Representative Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
1
2
CO
03/27/2017 - Present
BOK Financial Securities, Inc. (Denver CO)
IA
Issued 03/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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