Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Klebacha is a financial professional with over 20 years of experience in the industry. Nathan is currently registered with Presidio Merchant Partners LLC. Nathan holds the Series 7, Series 63, Series 79, and Series 79TO licenses. Nathan has been registered in Colorado and Connecticut. Nathan previously worked at BEAR, STEARNS & CO. INC. and FIRST FUND DISTRIBUTORS, INC.
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.
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.
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2
GA
12/18/2023 - Present
Presidio Merchant Partners LLC (Peachtree Corners GA)
NY
06/08/2012 - 02/27/2014
PRESIDIO MERCHANT PARTNERS LLC (COLD SPRING HARBOR NY)
NY
11/09/2001 - 10/15/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
AZ
10/06/1999 - 12/31/2000
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
BC
Issued 02/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/13/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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