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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Lee Hale is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Nathan has been in the industry since 2000 and has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Nathan is registered to provide investment advice in multiple states, and he holds several professional designations. Prior to joining Raymond James Financial Services Advisors, Inc. Nathan worked for Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and A. G. Edwards & Sons, Inc. Nathan is dedicated to providing his clients with personalized financial advice and helping them 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
TX
08/30/2019 - Present
Raymond James Financial Services Advisors, Inc. (BONHAM TX)
TX
10/05/2009 - 09/03/2019
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
TX
02/15/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (RICHARDSON TX)
TX
06/19/2001 - 02/26/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLANO TX)
FL
05/01/2001 - 05/25/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
11/09/2000 - 04/24/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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