Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Leitans Jarrett is a financial advisor with LPL Financial LLC and is based in Fort Mill, SC. Nathan has over 4 years of experience in the financial industry, working with clients in South Carolina and North Carolina. Nathan specializes in portfolio management, financial planning and pension consulting. Nathan holds Series 7, 6, 63, and 24 licenses, as well as the SIE.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
01/20/2023 - Present
LPL Financial LLC (FORT MILL SC)
NY
04/29/2022 - 01/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
SC
06/06/2019 - 10/12/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/28/2018 - 03/05/2019
LINDEN THOMAS AND COMPANY SECURITIES, LLC (CHARLOTTE NC)
NC
01/17/2018 - 08/09/2018
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 01/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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