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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 Douglas Merseth is a financial advisor registered with Planmember Securities Corp. with 23 years of experience in the industry. Nathan holds a Series 7, Series 24, and Series 63 licenses. Nathan's expertise includes financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Nathan works out of the Seattle office of Planmember Securities Corp.
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.
Provides investment supervisory 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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WA
11/09/2015 - Present
Planmember Securities Corp. (Seattle WA)
WA
02/26/1999 - 02/16/2016
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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