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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Paul Stouffer is a registered representative with Wells Fargo Clearing Services, LLC. Nathan is a financial professional with over a decade of experience. Nathan's current employment at Wells Fargo Clearing Services, LLC began in January of 2023, and Nathan is based in Greenville, SC. Nathan is licensed to provide investment advice and services to individuals, businesses, and organizations in South Carolina. Nathan has passed the Series 65 Uniform Investment Adviser Law Examination and Series 63 Uniform Securities Agent State Law Examination. Nathan also holds the Series 6TO Investment Company Products/Variable Contracts Representative Examination and the SIE Securities Industry Essentials Examination. Nathan's clients include high-net-worth individuals, corporations, and other businesses. Nathan's areas of expertise include retirement planning, investment management, and financial planning. Nathan is a member of the South Carolina Securities Commission and FINRA.
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.
Investment consulting services to institutional clients
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
SC
04/10/2023 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
IA
Issued 04/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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