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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Hartman is a financial advisor with Fidelity Personal And Workplace Advisors. Nathan has been working in the financial services industry since January 2004. He is licensed in California and Texas. Nathan holds the Series 63, Series 65, Series 7, Series 24 and Series 31 licenses as well as the SIE. Nathan has been a Certified Financial Planner since 2018. Nathan has also worked for LPL Financial LLC, VANGUARD MARKETING CORPORATION and MORGAN STANLEY DW INC. Nathan specializes in Financial Planning, portfolio management for individuals and businesses, 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.
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.
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CA
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
06/14/2018 - 08/08/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
PA
09/23/2004 - 05/24/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
10/17/2003 - 08/24/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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