Unclaimed
Nathan H. Moyer is a financial advisor with J.P. Morgan Securities LLC. Nathan has over 10 years of experience in the financial industry, and has worked at various firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Securities, LLC. Nathan is licensed to provide financial services in 53 states and is registered with FINRA as a Series 7, 24, 63, and 79 licensed representative. Nathan specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
08/06/2018 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
01/21/2016 - 06/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
09/26/2012 - 07/27/2015
WELLS FARGO SECURITIES, LLC (LOS ANGELES CA)
BC
Issued 09/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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