Unclaimed
Nathan MacDonald is a financial advisor based in Auburn, ME, with over 30 years of experience in the financial services industry. Nathan is currently registered with Cetera Investment Advisers LLC, and previously worked with Investors Capital Corp., FFP Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Nathan holds a Series 6, Series 7, and Series 63 license and offers a variety of financial services, including financial planning, portfolio management, and fixed insurance products.
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
ME
03/21/2024 - Present
Cetera Investment Advisers LLC (AUBURN ME)
ME
05/29/2002 - 10/03/2016
INVESTORS CAPITAL CORP. (AUBURN ME)
MO
03/21/1996 - 05/31/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
MA
07/31/1992 - 11/27/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/31/1992 - 11/27/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 9/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 7/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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