Unclaimed
Nathan Furniss is a registered investment advisor representative with ON Investment Management Co. Nathan has been in the securities industry since 2003. Nathan is currently registered with FINRA and the states of Nevada, Ohio, and South Carolina. Nathan is also a registered investment advisor representative with ON Investment Management Co. Nathan is also licensed to sell insurance products in the state of Ohio.
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.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
OH
07/22/2016 - Present
ON Investment Management Co. (CUYAHOGA FALLS OH)
OH
03/10/2009 - 04/20/2012
PRUCO SECURITIES, LLC. (UNIONTOWN OH)
OH
02/10/2004 - 03/09/2009
W&S BROKERAGE SERVICES, INC. (STOW OH)
OH
02/25/2003 - 12/04/2003
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
IA
Issued 09/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Furniss is the right advisor for you? Invested Better is here to help.