Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Joseph Miller is a financial professional with a strong commitment to helping clients achieve their financial goals. Nathan holds Series 66, Series 7TO, and SIE licenses. Nathan currently works as a Registered Representative at Charles Schwab & CO., Inc., where he is a member of their team in the Phoenix, AZ office. Prior to this position, Nathan gained experience in various industries and has served as a Financial Advisor at Charles Schwab Bank, SSB, a Financial Planning Specialist at Financial Planning First, and held roles at Fraternity Management Group and Fleming’s Prime Steakhouse.
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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AZ
08/22/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 07/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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