Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Moser is a financial advisor with over 19 years of experience in the industry. Nathan has a broad range of experience with previous roles at Raymond James Financial Services, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Nathan currently is registered with LPL Financial LLC in Downey, ID. Nathan has a strong track record of success in helping clients achieve their financial goals. Nathan is committed to providing his clients with personalized financial advice and guidance.
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.
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ID
11/16/2023 - Present
LPL Financial LLC (DOWNEY ID)
UT
06/11/2010 - 11/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SYRACUSE UT)
UT
06/01/2009 - 06/03/2010
MORGAN STANLEY SMITH BARNEY (OGDEN UT)
UT
11/18/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OGDEN UT)
IA
Issued 12/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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