Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Paulson is a financial advisor with LPL Financial LLC, located in Leawood, KS. Nathan has been in the financial industry since 2005. Nathan is registered to provide securities and investment advisory services in several states including Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, and Wisconsin. Nathan has passed the Series 7, Series 63, Series 24, and Series 65 exams. He also holds the SIE exam. Nathan has experience working at Associated Securities Corp. and FSC Securities Corporation.
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.
1
2
KS
01/25/2010 - Present
LPL Financial LLC (LEAWOOD KS)
KS
12/18/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (LEAWOOD KS)
KS
08/16/2005 - 12/31/2008
FSC SECURITIES CORPORATION (LEAWOOD KS)
IA
Issued 06/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Paulson is the right advisor for you? Invested Better is here to help.
