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Nathan McKelvey

Nylife Securities LLC

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About Nathan McKelvey

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.

Firm Information

Nathan McKelvey is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Nathan McKelvey’s Registration & Firm History

AZ

10/13/2022 - Present

Nylife Securities LLC (TUCSON AZ)

NJ

08/08/2002 - 06/09/2003

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan McKelvey.
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