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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Gaherty is an investment advisor representative with Fidelity Personal And Workplace Advisors. Nathan has been in the industry since 2006 and has a wide range of experience in financial planning and investment management. Nathan is registered with FINRA and the states of Arizona, Florida, Massachusetts, Minnesota, Texas, and Wisconsin. Nathan has also passed the Series 3, 4, 7, 9, 10, 24, 52, 53 and SIE exams. Nathan is a Certified Financial Planner. Nathan has worked for Charles Schwab & Co., Inc., OptionsXpress, Inc., Charles Schwab Bank, Edward Jones, TD Ameritrade Inc., and Fidelity Investments. Nathan is committed to providing his clients with personalized financial advice and helping them 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
02/15/2024 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
MN
05/11/2023 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Edina MN)
NE
06/23/2023 - 12/20/2023
TD AMERITRADE, INC. (OMAHA NE)
MN
01/10/2023 - 04/27/2023
EDWARD JONES (MINNEAPOLIS MN)
MN
12/08/2008 - 01/09/2022
CHARLES SCHWAB & CO., INC. (Edina MN)
CO
04/06/2012 - 08/05/2016
OPTIONSXPRESS, INC. (Lone Tree CO)
IA
11/15/2005 - 10/02/2008
AMERIPRISE FINANCIAL SERVICES, INC. (DUBUQUE IA)
BOTH
Issued 1/9/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/3/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/9/2015
Series 24 - General Securities Principal Examination
BC
Issued 5/23/2014
Series 4 - Registered Options Principal Examination
BC
Issued 6/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/10/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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