Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Estes Hall is a financial advisor with UBS Financial Services Inc. based in Fort Collins, Colorado. He has been in the financial services industry since 2008 and holds the Series 63, Series 66, Series 7, and SIE licenses. Nathan has extensive experience in the financial services industry, working previously with Deutsche Bank Securities Inc., SecondMarket, Inc. and Thomas Weisel Partners LLC.
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.
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.
See schedule d - miscellaneous
1
2
CO
06/13/2022 - Present
UBS Financial Services Inc. (FORT COLLINS CO)
NY
03/09/2010 - 07/15/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/12/2008 - 02/24/2010
SECONDMARKET, INC. (NEW YORK NY)
CA
10/03/2007 - 10/28/2008
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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