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Nathan Daniel Elser

Transamerica Financial Advisors, Inc.

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About Nathan Daniel Elser

Nathan Daniel Elser is an investment advisor representative with Transamerica Financial Advisors, Inc., licensed in Nevada and with the Series 63, Series 65, and Series 6TO licenses. Nathan has been in the securities industry for 2 years and holds a real estate license. Nathan has a track record of providing financial planning and portfolio management services to individuals, corporations, and trusts. Nathan has experience with insurance and non-insurance products offered by Transamerica Financial Advisors, Inc., as well as managing investments for 45,000 clients and a combined $1.6 billion in assets under management. Nathan is also an active real estate broker and has been involved in various real estate ventures.

Firm Information

Nathan Elser is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Nathan Elser’s Registration & Firm History

NV

11/17/2023 - Present

Transamerica Financial Advisors, Inc. (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 11/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Nathan Daniel Elser. Review regulatory record here.
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