Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan D. Singh is a financial advisor with LPL Financial LLC in Modesto, CA. Nathan has been in the financial services industry since October 2016. Nathan is a registered representative with FINRA and is licensed in California. Nathan specializes in providing financial advice to individuals, businesses, and retirement plans. Nathan holds the Series 6 and Series 63 licenses, as well as the SIE exam. Prior to joining LPL Financial, Nathan was a financial advisor with J.P. Morgan Securities LLC.
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.
Consulting and other non-discretionary advisory services
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.
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CA
05/28/2024 - Present
LPL Financial LLC (MODESTO CA)
CA
10/05/2016 - 05/11/2024
J.P. MORGAN SECURITIES LLC (MODESTO CA)
BC
Issued 09/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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