Unclaimed
Nathan Bubash is an investment advisor representative associated with Charles Schwab & Co., Inc. Nathan has been in the industry since November 14, 2017, and is registered in Indiana as an Investment Advisor Representative. Nathan holds the Series 66, Series 7, and SIE licenses, as well as registrations in 27 states. Nathan currently works with clients at the Charles Schwab & Co., Inc. branch office located in Indianapolis, Indiana.
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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2
IN
11/12/2020 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BOTH
Issued 12/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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