Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Feliciano Alvarado is a financial advisor with Wells Fargo Clearing Services, LLC. Nathan has been in the industry since 1984 and has a wide range of experience in the financial services industry. Nathan is registered with the Securities and Exchange Commission (SEC) and is also registered with the state of California. Nathan is a financial advisor that can help you with a variety of financial needs, including: investment planning, retirement planning, college savings, and estate planning. Nathan is committed to providing his clients with personalized service and guidance to help them achieve their financial goals. Nathan is a Wells Fargo Advisor, and has held previous positions with A. G. Edwards & Sons, Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
10/28/2016 - Present
Wells Fargo Clearing Services, LLC (ARROYO GRANDE CA)
CA
03/21/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ARROYO GRANDE CA)
NY
05/14/1988 - 04/13/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/20/1984 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 09/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1984
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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