Unclaimed
Nathan Angelo Presutti is an investment advisor representative at Fisher Investments. Nathan Angelo Presutti has been in the industry for more than 10 years and has experience working with various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Nathan Angelo Presutti is registered with the state of Pennsylvania and Texas. In addition to working as an investment advisor representative, Nathan Angelo Presutti also owns rental properties and manages them as a landlord.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/07/2023 - Present
Fisher Investments (PLANO TX)
MI
12/11/2012 - 12/23/2016
FIDELITY BROKERAGE SERVICES LLC (NOVI MI)
VA
06/04/2012 - 11/19/2012
TD AMERITRADE, INC. (RESTON VA)
FL
08/11/2010 - 06/06/2012
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
03/07/2008 - 12/03/2009
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 04/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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