Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Carmany is a financial advisor at Schwab Wealth Advisory, Inc. Nathan has been in the financial industry for over 20 years. Nathan has experience working at Charles Schwab & Co., Inc. and World Equity Group, Inc. Nathan specializes in retirement planning, college savings and investment management. Nathan is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
12/26/2023 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
01/02/2013 - 06/05/2015
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
08/16/2007 - 12/03/2012
WORLD EQUITY GROUP, INC. (ANDERSON IN)
IN
08/24/2000 - 07/30/2007
CHARLES SCHWAB & CO., INC. (FISHERS (INDIANAPOLIS) IN)
BC
Issued 01/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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