Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Krill is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the industry. Nathan has a strong background in finance, having worked in various financial roles prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc.. Nathan provides a wide range of financial services including portfolio management, investment advisory, and financial planning. Nathan holds the Series 66, Series 7TO, and SIE licenses. Nathan is registered with the state of California as a Broker and Investment Advisor. Nathan is committed to providing his clients with personalized financial advice and guidance to help them 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
CA
11/07/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AMERICAN CANYON CA)
BOTH
Issued 08/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2024
SIE - Securities Industry Essentials 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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