Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Harro is a financial advisor with United Planners' Financial Services of America a Limited Partner. Nathan is based in Scottsdale, Arizona and has been in the financial services industry since 2010. Nathan holds several industry licenses and certifications, including the Series 6, 7, 63, and 65. Nathan is a Certified Financial Planner and specializes in financial planning, portfolio management, and pension consulting. Nathan works with a variety of clients including high net worth individuals, families, and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Personalized portfolio management to meet individual financial objectives.
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
AZ
09/13/2018 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
TN
05/08/2017 - 09/18/2018
MML INVESTORS SERVICES, LLC (Collierville TN)
TN
05/10/2010 - 04/25/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MEMPHIS TN)
IA
Issued 09/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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