Unclaimed
Nathan Price is a financial advisor at MML Investors Services, LLC in LAKE OSWEGO, OR. Nathan has been in the financial services industry since 2004. Nathan has experience in asset allocation, retirement planning, and portfolio management. Nathan holds a Series 7, Series 24, and Series 66 licenses. Nathan is registered in 15 states, including California, Colorado, Florida, and Oregon. Nathan is also registered to provide investment advice in Texas. In addition to his work at MML Investors Services, LLC, Nathan is also a life, disability, and long-term care insurance agent.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
OR
08/30/2018 - Present
MML Investors Services, LLC (LAKE OSWEGO OR)
OR
02/20/2013 - 05/08/2018
HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)
OR
04/24/2009 - 11/05/2012
PARK AVENUE SECURITIES LLC (PORTLAND OR)
OR
08/01/2008 - 03/11/2009
NATIONWIDE SECURITIES, LLC (TIGARD OR)
OR
11/18/2005 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (PORTLAND OR)
MA
01/12/2004 - 11/22/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
08/28/2003 - 12/04/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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