Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Faerber is a financial advisor with Trajan Wealth, LLC. Nathan holds the Series 7, 6, 63, and 66 securities licenses and is also a Certified Financial Planner. Nathan has been in the financial services industry for over 17 years. Nathan has previously worked at firms like Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., Chase Investment Services Corp., and Vanguard Marketing Corporation. Nathan has a diverse background in the financial services industry, and has experience working with individual clients, businesses, and institutions. Nathan is dedicated to helping clients reach their financial goals and is committed to providing them with personalized advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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.
1031 advisory fees
1
2
AZ
04/16/2021 - Present
Trajan Wealth, LLC (GILBERT AZ)
AZ
10/23/2013 - 04/07/2020
CHARLES SCHWAB & CO., INC. (Scottsdale AZ)
AZ
06/21/2010 - 09/26/2013
USAA FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
07/11/2008 - 09/05/2008
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
AZ
10/17/2003 - 07/03/2008
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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