Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Kaufman is an investment advisor representative registered with T. Rowe Price Associates, Inc. Nathan has been in the securities industry since 2010. Nathan is registered with the state of Maryland and Ohio. Nathan has passed the Series 6, 7, 63, and 66 exams. Nathan has a strong understanding of the securities industry and a commitment to providing clients with the best possible service. Nathan has previously worked at JPMorgan Institutional Investments Inc. and JPMorgan Distribution Services, 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
09/26/2023 - Present
T. Rowe Price Associates, Inc. (Avon OH)
OH
01/08/2013 - 06/01/2023
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (WESTERVILLE OH)
OH
10/04/2010 - 01/08/2013
JPMORGAN DISTRIBUTION SERVICES, INC. (WESTERVILLE OH)
BOTH
Issued 07/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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