Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Wilson is a financial advisor at Compass Financial Management LLC. Nathan has been working in the financial industry for over 20 years and has a broad range of experience in investment management, financial planning, and insurance. Nathan is a Registered Representative (Series 7), Investment Advisor Representative (Series 65) and holds the Series 31 exam. Nathan's clients include individuals, families, corporations, and retirement plans.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WY
09/11/2023 - Present
Compass Financial Management LLC (Laramie WY)
TX
01/08/2007 - 12/31/2007
EPLANNING SECURITIES, INC. (ARLINGTON TX)
TX
04/28/2006 - 12/31/2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ARLINGTON TX)
FL
01/18/2005 - 04/25/2006
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
IL
07/16/2003 - 12/31/2004
PMG SECURITIES CORPORATION (ELGIN IL)
TX
08/02/2002 - 07/14/2003
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
NJ
05/25/2001 - 07/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
08/07/1998 - 05/29/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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