Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Collins is a financial advisor with over 20 years of experience in the financial services industry. Nathan is currently registered with Raymond James & Associates, Inc. Nathan has a broad range of experience in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Nathan is committed to helping clients achieve their financial goals through a personalized approach. Nathan has held previous roles with Imperial Capital, LLC, Wedbush Morgan Securities Inc., Pershing Trading Company, L.P. and Donaldson, Lufkin & Jenrette Securities Corporation.
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.
Please see note in schedule d - miscellaneous
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
CT
08/15/2023 - Present
Raymond James & Associates, Inc. (WESTPORT CT)
CA
01/30/2007 - 05/22/2007
IMPERIAL CAPITAL, LLC (LOS ANGELES CA)
CA
03/02/2000 - 02/05/2007
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
NJ
03/09/1998 - 02/14/2000
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NJ
11/10/1995 - 03/04/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 08/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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