Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Dwight Shelby is a registered representative with Fidelity Personal And Workplace Advisors. Nathan has been in the securities industry for over 2 years and holds the Series 63, Series 66, and Series 7TO licenses as well as the SIE exam. Nathan is registered to provide investment advice in 55 jurisdictions. Nathan's firm, Fidelity Personal And Workplace Advisors, is a large firm with $1 billion - $10 billion in regulatory assets under management. Fidelity Personal And Workplace Advisors provides investment advisory services to a variety of clients, including high net worth individuals, corporations, and pension plans. Nathan's firm charges fees based on a percentage of assets and fixed fees for its services.
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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2
NC
05/30/2024 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 05/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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