Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Jeffrey Nelson is a registered investment advisor representative for Charles Schwab & CO., Inc. Nathan has been in the securities industry since November 2008. Nathan is registered with FINRA and has Series 63, 66, and 7 securities licenses. Nathan previously worked for TD AMERITRADE, INC. and SCOTTRADE, INC.
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
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2
IL
01/26/2022 - Present
Charles Schwab & CO., Inc. (Oak Brook IL)
IL
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Oak Brook IL)
IL
11/14/2008 - 02/26/2018
SCOTTRADE, INC. (TINLEY PARK IL)
BOTH
Issued 02/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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