Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Howard Palmer is a financial advisor with over 16 years of experience in the industry. Nathan is currently registered with Osaic Wealth, Inc. and has held previous registrations with FIRST INDEPENDENT FINANCIAL SERVICES, INC.. Nathan is also a Registered Representative and has held that position with 520 ASSOCIATES LLC and CHESTNUT STREET ADVISORS. Nathan has a wide range of experience in financial planning, pension consulting, and portfolio management.
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.
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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2
OK
04/18/2016 - Present
Osaic Wealth, Inc. (TULSA OK)
OK
07/04/2007 - 12/14/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (TULSA OK)
BC
Issued 01/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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