Unclaimed
Nathan Joseph Caschera is a financial advisor with over 8 years of experience in the industry. Currently, Nathan works as a Registered Representative for Pacer Financial, Inc. in Malvern, Pennsylvania. Nathan has previously worked for SC Distributors, LLC, Resource Securities LLC, KBS Capital Markets Group LLC, and Vertical Capital Securities, LLC. Nathan is licensed in California and Pennsylvania.
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.
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.
1
2
PA
11/30/2018 - Present
Pacer Financial, Inc. (Malvern PA)
CA
09/21/2018 - 11/15/2018
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
PA
02/07/2018 - 05/21/2018
RESOURCE SECURITIES LLC (PHILADELPHIA PA)
CA
06/04/2015 - 01/29/2018
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
CA
04/13/2015 - 05/19/2015
VERTICAL CAPITAL SECURITIES, LLC (IRVINE CA)
BOTH
Issued 04/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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