Unclaimed
Nathan Karras is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Nathan is a licensed professional with over 40 years of experience in the financial industry. Nathan has a strong track record of helping clients reach their financial goals. Nathan has earned the Series 7TO, Series 63, Series 65, SIE, and Series 1 licenses. In addition to the licenses, Nathan is also registered with the states of California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, New Jersey, Pennsylvania, South Carolina, South Dakota, Tennessee, Virginia, and Wisconsin.
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.
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.
1
2
IN
09/19/2005 - Present
Stifel, Nicolaus & Company, Inc. (CROWN POINT IN)
NY
02/01/1996 - 09/20/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
09/04/1990 - 01/17/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
07/16/1981 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
05/01/1970 - 06/16/1987
ELDON-EMMOR & CO., INC.
IA
Issued 08/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1977
PC - AMEX Put and Call Exam
BC
Issued 04/15/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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