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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 Leroy See is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC, a firm with offices in St. Louis, Missouri and New York, New York. Nathan has been a Registered Representative since May 2012 and has a license to act as an Investment Advisor Representative in Missouri. Nathan has a background in wealth management and holds Series 7 and 66 licenses. Nathan has experience in providing investment advisory services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Nathan also provides financial planning and pension consulting services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
MO
06/25/2020 - Present
Steward Partners Investment Advisory, LLC (St. Louis MO)
MO
06/09/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (St. Louis MO)
MO
05/04/2012 - 06/15/2020
ROYAL ALLIANCE ASSOCIATES, INC. (ST. LOUIS MO)
BOTH
Issued 06/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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