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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Gaherty is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over 13,624 clients and assets under management of $1 billion to $10 billion. Nathan has been in the financial services industry since 2006. Nathan offers financial planning, educational seminars, and portfolio management services for individuals and businesses. Nathan is registered in Minnesota, Texas, and Wisconsin and has been in the industry for over 17 years.
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.
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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MN
02/15/2024 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
MN
05/11/2023 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Edina MN)
NE
06/23/2023 - 12/20/2023
TD AMERITRADE, INC. (OMAHA NE)
MN
01/10/2023 - 04/27/2023
EDWARD JONES (MINNEAPOLIS MN)
MN
12/08/2008 - 01/09/2022
CHARLES SCHWAB & CO., INC. (Edina MN)
CO
04/06/2012 - 08/05/2016
OPTIONSXPRESS, INC. (Lone Tree CO)
IA
11/15/2005 - 10/02/2008
AMERIPRISE FINANCIAL SERVICES, INC. (DUBUQUE IA)
BOTH
Issued 01/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/23/2014
Series 4 - Registered Options Principal Examination
BC
Issued 06/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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