Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Goldwasser is a registered investment advisor representative with MML Investors Services, LLC, licensed in New Jersey since 2017. Nathan has been in the financial industry since 1989, holding previous positions at Metropolitan Life Insurance Company and MSI Financial Services, Inc.. Nathan is a Series 6, 7, 9, 10, 26, 63, and 65 licensed professional who also holds a Series SIE license. Nathan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and trusts. Nathan also has experience in asset allocation and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (Fairfield NJ)
NJ
09/15/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WOODBRIDGE NJ)
NJ
09/15/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WOODBRIDGE NJ)
MA
11/30/1988 - 07/14/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/30/1988 - 07/14/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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