Unclaimed
Nathan Christopher Grant is a financial advisor in Plano, Texas, with over two years of experience in the industry. Nathan is registered with Oneamerica Securities, Inc. Nathan is also registered with the state of Arkansas and Texas. Previously, Nathan was registered with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC in Conway, Arkansas. Nathan holds Series 63, SIE, and Series 6TO licenses.
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.
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
TX
03/21/2024 - Present
Oneamerica Securities, Inc. (Plano TX)
AR
05/09/2022 - 03/26/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Conway AR)
BC
Issued 05/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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