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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 Young is a financial advisor with Fidelity Personal And Workplace Advisors in BOSTON, Massachusetts. Nathan has over 20 years of experience in the financial services industry. Nathan is registered as a broker-dealer in all states except Vermont, and as an investment advisor in Texas and Utah. Nathan also holds the following licenses and certifications: Series 6, Series 7, Series 63, Series 65, and SIE. Nathan's expertise includes financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars. Nathan is also registered as an investment advisor representative with Fidelity Brokerage Services LLC.
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.
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.
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.
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MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
KS
11/30/2001 - 12/31/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 01/02/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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