Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Douglas O'Steen is a financial advisor with Integrated Advisors Network LLC. Nathan has been a registered representative since 1991 and holds Series 6, 7, 24, 63, and 65 licenses. Nathan has worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Dominion Capital Corp., and Edward D. Jones & Co., L.P. In addition to being a financial advisor, Nathan is also a tax advisor. Nathan is committed to helping clients achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/15/2020 - Present
Integrated Advisors Network LLC (DALLAS TX)
NC
08/24/2015 - 10/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
VA
09/08/2014 - 06/25/2015
FIRST DOMINION CAPITAL CORP. (RICHMOND VA)
CT
01/17/2001 - 09/04/2001
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
CT
11/24/1999 - 01/08/2001
AMERIMUTUAL FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
ME
07/25/1997 - 12/01/1999
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MO
11/18/1996 - 07/14/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MA
01/01/1991 - 11/13/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 11/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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