Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Cotterill is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Nathan has been in the industry for over 9 years and is licensed to provide financial advice in Arizona, California, Colorado, Florida, Georgia, Idaho, Missouri, Nevada, New Mexico, New York, North Carolina, Oregon, Texas, Virginia, and Washington. Nathan is a Series 66, Series 7TO, and SIE exam holder. Nathan works at the Raymond James Financial Services Advisors, Inc. office located at 15130 Main St Ste 200 in Mill Creek, WA. Nathan has provided investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
03/02/2023 - Present
Raymond James Financial Services Advisors, Inc. (Mill Creek WA)
BOTH
Issued 02/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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