Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Nicholas Peterson is a financial professional with over 17 years of experience in the financial services industry. Currently, Nathan is a Registered Representative with Charles Schwab & Co., Inc. serving clients in the Austin, Texas area. Nathan has held previous roles with OPTIONSXPRESS, INC. and CYBERTRADER, INC. Nathan holds multiple industry licenses and certifications including Series 3, 4, 7, 24, 55, 57TO and 63, and has demonstrated expertise in various investment strategies. Nathan is dedicated to providing comprehensive financial guidance and support to help 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/17/2007 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
04/20/2012 - 11/15/2017
OPTIONSXPRESS, INC. (AUSTIN TX)
TX
03/16/2005 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/18/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/08/2006
Series 3 - National Commodity Futures Examination
BC
Issued 01/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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