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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 Burton Hodson is a financial advisor with Fidelity Personal and Workplace Advisors, based in Campbell, California. Nathan has been in the financial services industry for over 28 years and has a broad range of experience. Nathan offers a variety of services to clients, including financial planning, portfolio management, and educational seminars. Nathan is committed to helping clients achieve their financial goals.
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.
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.
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2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CAMPBELL CA)
UT
04/24/2003 - 10/04/2016
FARMERS FINANCIAL SOLUTIONS, LLC (SALT LAKE CITY UT)
MA
02/23/1999 - 04/16/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/23/1999 - 04/16/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MI
10/12/1995 - 09/09/1998
FORD FINANCIAL SERVICES, INC. (DEARBORN MI)
NA
02/16/1988 - 04/20/1989
DEAN WITTER REYNOLDS INC.
NA
11/18/1987 - 02/18/1988
FPI SECURITIES, INC.
NA
11/21/1986 - 12/23/1987
MAIN STREET SECURITIES, INC.
IA
Issued 06/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/25/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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