Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan McCrillis is a financial advisor with over 15 years of experience in the industry. Nathan is registered with Schwab Wealth Advisory, Inc. and has Series 7, Series 9, Series 10, and Series 66 licenses. Nathan is also a registered investment advisor in several states.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
IN
09/20/2012 - 04/08/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
04/21/2011 - 09/17/2012
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
01/13/2011 - 04/14/2011
SII INVESTMENTS, INC. (NEW HAVEN IN)
IN
11/21/2008 - 01/19/2011
THRIVENT INVESTMENT MANAGEMENT INC. (FORT WAYNE IN)
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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