Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Lee Crotser is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Longmont, CO. Nathan has been a registered representative in the securities industry since August 2000. Nathan is registered with FINRA and the state of Colorado. Nathan has a wide range of experience in the financial services industry, including investment advising, financial planning, and insurance sales. Nathan holds the Series 7, Series 63, Series 66, and Series 24 licenses. Nathan is a Certified Financial Planner. Nathan specializes in working with individuals, corporations, and small businesses. Nathan is dedicated to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
04/06/2020 - Present
Raymond James Financial Services Advisors, Inc. (LONGMONT CO)
MA
10/15/2002 - 12/05/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MN
08/04/2000 - 08/09/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/04/2000 - 08/09/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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