Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Richardson is a financial advisor with Robert W. Baird & Co. Inc., with over 10 years of experience in the industry. Nathan is registered in 17 states, including California, Connecticut, Delaware, and Massachusetts. Nathan's prior roles include positions with Stiefel, Nicolaus & Company, Incorporated and Raymond James & Associates, Inc. Nathan has successfully passed the Series 63, Series 7, and SIE exams, demonstrating his expertise in the financial services field.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MA
05/19/2015 - Present
Robert W. Baird & Co. Inc. (BOSTON MA)
MA
10/22/2012 - 06/02/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
MA
08/31/2011 - 10/25/2012
RAYMOND JAMES & ASSOCIATES, INC. (BOSTON MA)
BC
Issued 09/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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