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 Van Donselaar is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Pella, IA. Nathan has been in the financial services industry since July 4, 2010. Nathan is registered with the state of Iowa, as well as 24 other states. Nathan has earned the Certified Financial Planner designation. Nathan has a total of 2 state exams, 3 product exams, and 25 approved state registrations. Nathan is also a trustee for the Van Donselaar, Gordon Trust.
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
IA
08/02/2024 - Present
Raymond James Financial Services Advisors, Inc. (Pella IA)
IA
07/05/2010 - 02/23/2023
NYLIFE SECURITIES LLC (PELLA IA)
BOTH
Issued 04/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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