Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Harmon is a financial advisor with LPL Financial LLC and is licensed to provide financial advice in Ohio. Nathan is a registered representative in Ohio and has been in the financial industry since September 2023. Nathan holds the Series 7TO, SIE and Series 66 licenses and has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, investment clubs, and state or municipal government entities. Nathan was previously employed by Lincoln Financial Securities Corporation.
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.
Consulting and other non-discretionary advisory services
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
OH
04/25/2024 - Present
LPL Financial LLC (Ironton OH)
OH
09/22/2023 - 04/25/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (IRONTON OH)
BOTH
Issued 11/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nathan Harmon is the right advisor for you? Invested Better is here to help.
