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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 Garrison is an investment advisor representative with World Investment Advisors, LLC. Nathan has been in the securities industry for 12 years. Nathan has passed the Series 3, 7, 24, 63 and 66 exams and is a Chartered Financial Analyst. Nathan is registered with the state of Iowa. Nathan previously worked at Cambridge Investment Research, Inc. and Credit Suisse Securities (USA) LLC. Nathan holds a Master's degree in Financial Analysis from Christopher Newport University.
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.
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
IA
06/16/2023 - Present
World Investment Advisors, LLC (Washington IA)
IA
12/13/2016 - 06/07/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
DC
11/07/2011 - 06/09/2016
CREDIT SUISSE SECURITIES (USA) LLC (WASHINGTON DC)
MD
03/30/2011 - 10/24/2011
STEBEN & COMPANY, INC. (ROCKVILLE MD)
BOTH
Issued 01/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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