Unclaimed
Nathan Flynn is a financial advisor with Fifth Third Securities, Inc. located in Indianapolis, IN. Nathan has been in the financial industry since September 24, 2000. Nathan has a wide range of experience and expertise in the financial services industry, including securities, investment advisory, and municipal advisory services. Nathan has held various positions with a number of firms, including William Blair & Company L.L.C., KeyBanc Capital Markets Inc., and SIEBERT WILLIAMS SHANK & CO., LLC. Nathan holds multiple licenses and registrations, including Series 7, 50, 53, 54, 63, and 65. Nathan is committed to providing his clients with the highest quality financial advice and services.
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.
1
2
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 01/13/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 11/25/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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