Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Perlmutter is a financial professional with over 40 years of experience in the financial services industry. Nathan is currently registered with Park Avenue Securities LLC. Prior to that, Nathan was registered with Guardian Investor Services Corporation and Metropolitan Life Insurance Company. Nathan holds the Series 63, 24, 7TO, SIE, and 1 securities licenses and has earned the Chartered Financial Consultant designation. Nathan has a broad range of experience and expertise in the financial services industry, including financial planning, portfolio management for individuals, and educational seminars. Nathan provides services to a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/06/2014 - Present
Park Avenue Securities LLC (MELVILLE NY)
NY
11/07/1980 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/01/1973 - 06/30/1980
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 09/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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