Unclaimed
Nathan Paul Savage is a financial advisor with Fidelity Brokerage Services LLC. Nathan is licensed in Utah, Texas, and Massachusetts. Nathan has been working in the securities industry since November 9, 2010. Previously, Nathan worked at PFS INVESTMENTS INC. in Pleasant Grove, UT. Nathan holds the Series 6, 7, 9, 10, 63, and SIE licenses.
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.
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.
1
2
UT
06/29/2013 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
05/13/2009 - 12/31/2011
PFS INVESTMENTS INC. (PLEASANT GROVE UT)
BC
Issued 06/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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