Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan David Leo is a registered representative with LPL Enterprise, LLC. Nathan has been in the financial services industry since 2020 and is currently registered with the states of Delaware, New Jersey, and Virginia. Nathan holds Series 66 and Series 7TO licenses and is a member of the IATSE Local 52 union. Nathan is a dedicated financial advisor who is committed to providing clients with personalized financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
DE
11/14/2024 - Present
LPL Enterprise, LLC (NEWARK DE)
VA
10/22/2020 - 12/04/2020
PRUCO SECURITIES, LLC. (GLEN ALLEN VA)
BOTH
Issued 01/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nathan Leo is the right advisor for you? Invested Better is here to help.
