Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Musterer is a financial professional with over 17 years of experience in the industry. Nathan has a diverse background, having worked with both LPL Financial LLC and First Allied Securities, Inc., in the past. Nathan's expertise is in providing financial planning and consulting services to individuals and businesses. Nathan is currently registered with LPL Enterprise, LLC, and LPL Financial LLC and is licensed to provide investment advice in California.
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.
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.
A percentage of the total value of assets under management is charged.
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2
SC
07/31/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
CA
10/16/2006 - 04/17/2007
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
03/24/2006 - 10/17/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
BC
Issued 08/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2010
Series 4 - Registered Options Principal Examination
BC
Issued 02/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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