Unclaimed
Nathan Lew is a financial advisor with Pacific Select Distributors, LLC in NEWPORT BEACH, CA. Nathan has been in the industry since 2000 and holds the Series 6, 7, 26, and 63 licenses. Nathan is registered to provide securities services in Colorado.
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.
1
2
CA
06/13/2024 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NC
08/10/2015 - 06/11/2024
EQUITABLE DISTRIBUTORS, LLC (CHARLOTTE NC)
CA
12/11/2004 - 08/19/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
11/21/2003 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
01/13/2000 - 11/26/2003
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 12/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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