Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Elias is a financial professional with over 13 years of experience in the industry. Nathan is registered with Northwestern Mutual Investment Services, LLC and has a Series 6, 7, 63, and 65 license as well as the SIE exam. Nathan is registered in 33 states and works primarily with individuals, insurance companies, and banking institutions. Nathan is committed to helping clients achieve their financial goals through investment management and financial planning services.
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.
Investment research; referrals to other advisers
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.
Referral fees
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NE
05/08/2024 - Present
Northwestern Mutual Investment Services, LLC (LINCOLN NE)
IA
Issued 02/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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