Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan James Crow is a financial advisor at Charles Schwab & CO., Inc. based in Lone Tree, Colorado. Nathan has been in the financial industry since 2006 and has a variety of licenses and registrations, including Series 7, 9, 10, 24, 52TO, 53, 66, 99TO, and SIE. Nathan has experience in providing a range of services including financial planning, selection of other advisors, and a wrap fee program sponsor. Nathan also owns a portion of his wife's psychology and wellness practice.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/25/2006 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
12/06/2021 - 10/27/2022
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
12/06/2021 - 10/27/2022
TD AMERITRADE, INC. (OMAHA NE)
CO
01/26/2006 - 07/14/2006
WADDELL & REED, INC. (DENVER CO)
BOTH
Issued 02/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/26/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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