Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan McAbee is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry for over 18 years and holds a Series 7, 31, 63 and 65 licenses. Nathan specializes in providing investment advice and portfolio management for individuals, businesses, and pension plans. He has also been registered with other financial institutions in the past, including J.P. Morgan Securities LLC and Chase Investment Services Corp. He is committed to providing personalized financial advice and helping clients 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TYLER TX)
LA
04/14/2010 - 04/10/2022
J.P. MORGAN SECURITIES LLC (SHREVEPORT LA)
LA
06/06/2008 - 04/08/2010
CHASE INVESTMENT SERVICES CORP. (SHREVEPORT LA)
CA
03/01/2006 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN LUIS OBISPO CA)
IL
07/06/2005 - 01/17/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/03/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
01/27/2004 - 01/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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