Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Michael Borchardt is a financial advisor with over 12 years of experience in the industry. Nathan has a wide range of experience, having worked at firms including Wedbush Securities Inc., Raymond James Financial Services, Inc., MBSC Securities Corporation, and Citigroup Global Markets Inc. Currently, Nathan is registered with Raymond James Financial Services Advisors, Inc. in Tacoma, Washington. Nathan specializes in a variety of investment strategies and can help clients with their financial planning needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
06/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (Tacoma WA)
OR
01/15/2015 - 05/19/2020
WEDBUSH SECURITIES INC. (LAKE OSWEGO OR)
OR
05/25/2010 - 01/05/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
NY
11/24/2009 - 03/25/2010
MBSC SECURITIES CORPORATION (UNIONDALE NY)
NY
08/29/2007 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (MANHASSET NY)
BOTH
Issued 09/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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