Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Gin Lee is a financial advisor with Osaic Advisory Services, LLC, a firm headquartered in Atlanta, Georgia. Nathan has been in the industry since 2012 and is registered with the Financial Industry Regulatory Authority (FINRA) and several state regulatory agencies. Nathan holds Series 7 and Series 66 securities licenses and the SIE exam. Nathan is also a Certified Financial Planner (CFP®). Nathan focuses on financial planning, portfolio management, and pension consulting for individuals, families, and businesses. Osaic Advisory Services, LLC offers financial advisory services to a wide range of clients, including high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. Nathan is passionate about helping individuals and families achieve their financial goals.
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.
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.
1
2
GA
03/18/2021 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NY
02/28/2020 - 08/23/2024
TRIAD ADVISORS LLC (New York NY)
NY
12/20/2012 - 03/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Lee is the right advisor for you? Invested Better is here to help.
