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Nathan Michael Kudla

Fidelity Brokerage Services LLC

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About Nathan Michael Kudla

Nathan Kudla is a financial advisor with over 12 years of experience in the industry. Nathan is currently registered with Fidelity Brokerage Services LLC, a firm that offers a wide range of financial products and services. Nathan has previously worked at a number of other firms, including Steward Partners Investment Solutions, LLC, Raymond James Financial Services, Inc., and Santander Securities LLC. Nathan holds a number of licenses and certifications, including the Series 7, Series 63, Series 66, Series 9, and Series 10. Nathan is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Nathan Kudla is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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 Kudla’s Registration & Firm History

NH

07/26/2022 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

NH

05/27/2022 - 06/27/2022

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (KEENE NH)

NH

06/17/2019 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (MANCHESTER NH)

MA

05/04/2018 - 06/10/2019

SANTANDER SECURITIES LLC (WESTFORD MA)

NH

09/19/2010 - 04/10/2018

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 04/02/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/30/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Nathan Michael Kudla.
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