Unclaimed
Nathan Charles Hines is an investment advisor representative currently registered with Impact Partnership Wealth, LLC. Nathan is a licensed and experienced professional who holds the Series 7, Series 63, and Series 65 licenses. Nathan has been in the financial services industry since 2009 and previously worked with firms like Annexus Securities, LLC and Volant Liquidity, LLC. Nathan offers a range of financial advisory services including financial planning, portfolio management for individuals, selection of other advisors, and educational seminars.
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.
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
AZ
05/20/2024 - Present
Impact Partnership Wealth, LLC (Scottsdale AZ)
AZ
03/04/2020 - 03/28/2024
ANNEXUS SECURITIES, LLC (SCOTTSDALE AZ)
IL
03/14/2011 - 05/23/2017
VOLANT LIQUIDITY, LLC (Chicago IL)
IA
Issued 04/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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