Unclaimed
Nathan Kistler is an Investment Advisor Representative with Santander Securities LLC. Nathan has been in the industry since 2006 and has a background in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Nathan has been registered with Santander Securities LLC since 2020 and has also previously worked with CUSO FINANCIAL SERVICES, L.P., CITIZENS SECURITIES, INC., LPL FINANCIAL LLC, M&T SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/11/2020 - Present
Santander Securities LLC (Emmaus PA)
PA
03/20/2017 - 05/22/2020
CUSO FINANCIAL SERVICES, L.P. (Allentown PA)
PA
05/08/2012 - 03/13/2017
CITIZENS SECURITIES, INC. (NORTH WALES PA)
PA
04/13/2011 - 02/10/2012
LPL FINANCIAL LLC (TREXLERTOWN PA)
PA
05/02/2006 - 03/25/2011
M&T SECURITIES, INC. (BETHLEHEM PA)
MA
07/28/2005 - 01/12/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/2005 - 01/12/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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