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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 Medina is a financial advisor with over 24 years of experience in the industry. Nathan is currently registered with LPL Financial LLC and is licensed in multiple states, including California, Texas, and Arizona. Nathan has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and WFP Securities. Nathan Medina has a strong track record of providing financial advice to individuals, families, and businesses. Nathan specializes in financial planning, portfolio management, and retirement planning. Nathan is committed to providing his clients with personalized financial advice and guidance to help them 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/20/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
02/26/2001 - 01/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
06/26/1998 - 01/24/2001
WFP SECURITIES (SAN DIEGO CA)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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