Unclaimed
Nathan McKelvey is a financial professional with over 20 years of experience in the industry. Nathan is currently registered with Nylife Securities LLC and holds Series 6, SIE, and 63 licenses. Nathan is licensed in Arizona and North Carolina and has previously been registered in New Jersey. Nathan has a proven track record of success in providing investment advice and guidance to individuals and families. Nathan is committed to helping clients achieve their financial goals.
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.
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.
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2
AZ
10/13/2022 - Present
Nylife Securities LLC (TUCSON AZ)
NJ
08/08/2002 - 06/09/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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