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 Ney is a financial advisor with PFS Investments Inc. located in Overland Park, Kansas. Nathan has been in the financial industry since 2007, specializing in investment products and services. He holds Series 6, 63, and 65 licenses and has been a registered representative in Kansas since 2007. He is also a licensed investment advisor representative. Nathan has experience providing financial services to individuals, high-net-worth individuals, corporations, and charitable organizations. He also has experience in providing financial planning services 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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
08/09/2011 - Present
PFS Investments Inc. (OVERLAND PARK KS)
IA
Issued 06/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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