Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Peyer is a financial advisor with over 10 years of experience in the industry. Nathan has been with Charles Schwab & Co., Inc. since 2010 and holds a Series 7, Series 63, Series 66, Series 9, and Series 10 license. Nathan also holds a Series 3 and Series 34 license. Nathan is registered with the state of Colorado as an Investment Advisor Representative. Nathan is also registered with the state of Colorado as an Investment Advisor. Nathan is a licensed agent and registered representative for the state of Colorado. Nathan is also a registered representative for the state of Colorado. Nathan is a licensed representative with Charles Schwab & Co., Inc. Nathan has experience in financial planning, securities, and commodities. Nathan also owns two rental properties. Nathan is currently working at the Lone Tree, Colorado branch of Charles Schwab & Co., 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/14/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/12/2013 - 01/06/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
11/03/2010 - 06/10/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/19/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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