Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Chisholm is an investment advisor representative at Valmark Advisers, Inc. Nathan has been in the financial industry since March 20, 2019. Nathan holds the Series 63, Series 65 and Series 66 licenses as well as the Series 7 and SIE licenses. Nathan is registered with the state of Maine as a broker-dealer and investment advisor representative. Nathan also holds a registration with the state of New Hampshire as an investment advisor representative. Nathan specializes in financial planning, portfolio management for individuals, businesses, and investment companies, as well as pension consulting and selection of other advisers.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
ME
02/24/2023 - Present
Valmark Advisers, Inc. (Falmouth ME)
BOTH
Issued 02/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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