Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Calloway is a financial advisor with Fidelity Personal and Workplace Advisors, a registered investment advisor, located in Boston, Massachusetts. Nathan has been in the industry since May 14, 2004. Nathan specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Prior to joining Fidelity Personal and Workplace Advisors, Nathan was a registered representative with Fidelity Brokerage Services.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NM
06/30/2011 - 08/26/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSWELL NM)
NM
01/03/2011 - 07/01/2011
WELLS FARGO ADVISORS, LLC (ROSWELL NM)
NM
10/03/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROSWELL NM)
NM
03/27/2006 - 09/01/2006
NEW ENGLAND SECURITIES (ALBUQUERQUE NM)
NY
03/09/2004 - 03/21/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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