Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Daniel Laverriere is a financial advisor currently registered with Moelis & Co. LLC. Nathan has over 15 years of experience in the financial services industry. Nathan is a Series 7, Series 63, and Series 24 licensed financial advisor. Nathan holds a Series 7, Series 63, and Series 24 license. Nathan has previously been registered with SVB Securities LLC, UBS Securities LLC, Jefferies LLC, C.E. Pfeifer LLC, CRT Capital Group LLC, and Citigroup Global Markets 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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MA
04/28/2023 - Present
Moelis & Co. LLC (BOSTON MA)
MA
08/16/2021 - 04/27/2023
SVB SECURITIES LLC (BOSTON MA)
CA
07/06/2017 - 08/24/2021
UBS SECURITIES LLC (SAN FRANCISCO CA)
CA
05/18/2010 - 04/20/2015
JEFFERIES LLC (FOSTER CITY CA)
CT
03/23/2009 - 04/14/2010
C.E. PFEIFER LLC (STAMFORD CT)
CT
08/25/2006 - 04/03/2009
CRT CAPITAL GROUP LLC (STAMFORD CT)
NY
09/15/2005 - 08/10/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 06/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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