Unclaimed
Nathan Kodsi is a financial advisor with over 20 years of experience in the industry. Nathan is currently registered with Dominari Securities LLC and has previously worked for firms such as AEGIS CAPITAL CORP. and NATIONAL SECURITIES CORPORATION. Nathan is a Series 7, Series 63, and SIE licensed professional, specializing in individual, business, and investment company portfolio management. Nathan focuses on financial planning and selection of other advisors.
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
NY
03/04/2024 - Present
Dominari Securities LLC (NEW YORK NY)
NY
08/15/2017 - 03/28/2024
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
03/25/2015 - 08/08/2017
NATIONAL SECURITIES CORPORATION (Forest Hills NY)
NY
05/21/2004 - 03/20/2015
J.P. TURNER & COMPANY, L.L.C. (FOREST HILLS NY)
FL
04/09/2002 - 05/24/2004
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
11/07/2001 - 04/05/2002
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
07/10/2001 - 10/31/2001
BROADBAND CAPITAL MANAGEMENT, LLC (NEW YORK NY)
NY
07/22/1999 - 07/13/2001
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
NY
05/20/1998 - 09/01/1999
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
NA
04/02/1998 - 06/10/1998
WALSH MANNING SECURITIES, LLC
BC
Issued 04/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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