Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Kallal is an investment advisor representative registered with Oxenfree Financial in Florida and Texas. Nathan holds the Series 65 license and is a registered Investment Advisor in Florida, Ohio and Texas. Nathan has been in the industry since August 2020 and previously worked at Affinity Financial Advisors in Lawrence, Kansas and James Phillips PA DBA Phillips Financial Advisors in Akron, Ohio. Nathan also works as an Independent Insurance Agent.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation and advisory consulting
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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FL
10/09/2023 - Present
Oxenfree Financial (ORLANDO FL)
IA
Issued 08/15/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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