Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Flynn is a financial advisor at Fifth Third Securities, Inc. Nathan has been working in the industry since 1996. Nathan has a strong background in municipal securities and investment advisory services. Nathan holds the Series 7, Series 50, Series 53, Series 54, and Series 63 licenses. Nathan is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Nathan previously worked at SIEBERT WILLIAMS SHANK & CO., LLC, KEYBANC CAPITAL MARKETS INC., WILLIAM BLAIR & COMPANY L.L.C., J.P. MORGAN SECURITIES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
Sponsor wrap fee program
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.
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IN
08/12/2024 - Present
Fifth Third Securities, Inc. (INDIANAPOLIS IN)
IN
06/28/2023 - 07/17/2024
SIEBERT WILLIAMS SHANK & CO., LLC (Indianapolis IN)
IN
04/16/2020 - 10/21/2022
KEYBANC CAPITAL MARKETS INC. (INDIANAPOLIS IN)
IN
12/17/2014 - 07/10/2017
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
04/23/2003 - 08/22/2014
WILLIAM BLAIR & COMPANY L.L.C. (INDIANAPOLIS IN)
NY
05/01/2001 - 03/28/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/06/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/09/1996 - 01/14/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 1/13/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/14/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 11/25/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/8/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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