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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan David Stewart is a financial advisor at Alphacore Capital LLC. Nathan has been in the industry for over 15 years and has a broad range of experience in the financial services industry. Nathan has worked with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nathan has experience in a wide range of financial services, including investment advisory, financial planning, portfolio management, and institutional consulting. Nathan's expertise includes a variety of specializations including: Institutional consulting, pension consulting, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
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.
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.
Institutional consulting and client servicing
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.
A percentage of the total value of assets under management is charged.
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CA
09/25/2024 - Present
Alphacore Capital LLC (LA JOLLA CA)
ME
06/25/2021 - 10/31/2022
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NJ
02/21/2019 - 03/19/2021
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
CO
03/05/2018 - 01/09/2019
WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)
CO
12/18/2013 - 03/09/2018
SCOTTRADE, INC. (WESTMINSTER CO)
MA
08/01/2012 - 12/09/2013
E*TRADE SECURITIES LLC (BOSTON MA)
ME
08/18/2011 - 07/26/2012
KEY INVESTMENT SERVICES LLC (SOUTH PORTLAND ME)
ME
02/12/2010 - 08/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
MA
01/25/2006 - 12/02/2009
FIDELITY BROKERAGE SERVICES LLC (BRAINTREE MA)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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