Unclaimed
Nathan Hansen is a financial advisor at Fidelity Personal And Workplace Advisors. Nathan has been in the financial industry for approximately 1 year and is registered to offer investment advice in 52 states. Nathan is a Series 7TO, Series 66 and SIE licensed financial advisor and is registered to offer investment advice in 52 states. Nathan also specializes in 1, 3, 4, 5, and 6 other specializations.
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.
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
UT
01/19/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 10/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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