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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 Blumenschein is a financial advisor with over four years of experience in the industry. Nathan is a Certified Financial Planner® professional and holds the Series 7, Series 63, and Series 65 licenses. Nathan currently works with Campbell Wealth Management, Inc. and Captrust. Prior to that, Nathan worked for Raymond James & Associates, Inc. Nathan specializes in providing financial advice and portfolio management services to high-net-worth individuals and other investors.
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.
Informational/educational/motivational workshops
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.
Workshops and seminars
1
2
VA
02/15/2023 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
DC
11/15/2018 - 10/06/2022
RAYMOND JAMES & ASSOCIATES, INC. (Washington DC)
IA
Issued 10/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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