Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Coffey is a financial advisor with Cedar Mountain Advisors, LLC, located in Tigard, OR. Nathan is also a President of TAX MATTERS, INC. Nathan has been a financial advisor since January 2013. Nathan is registered with the state of Oregon and Texas. Nathan holds Series 66, Series 7 and SIE licenses. Nathan has a strong background in financial planning, investment management and tax preparation. Nathan specializes in serving individuals, corporations, and small businesses.
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.
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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OR
01/06/2022 - Present
Cedar Mountain Advisors, LLC (Tigard OR)
OR
01/01/2013 - 10/07/2019
SECURITIES AMERICA, INC. (Tigard OR)
BOTH
Issued 11/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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