Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Paul Lee is a financial advisor with Northwestern Mutual Investment Services, LLC. Nathan has been in the financial services industry since September 11, 2018. Nathan is registered with FINRA and holds Series 6, 7, 63, and SIE licenses. Nathan has a strong background in investment planning and is committed to providing clients with personalized financial advice. Nathan serves clients in Alabama, California, Georgia, Louisiana, Massachusetts, Mississippi and Texas.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
LA
09/12/2018 - Present
Northwestern Mutual Investment Services, LLC (LAFAYETTE LA)
BC
Issued 12/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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