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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 Hermanson is a financial advisor with Fidelity Personal and Workplace Advisors. Nathan has been in the financial industry since March 17, 2010. Nathan is licensed to provide investment advice in Arizona, Florida, Iowa, Maryland, Minnesota, North Dakota, Oregon, South Dakota, Texas, and Wisconsin. Nathan has Series 7, Series 63, Series 6TO and SIE licenses. Nathan is also a Certified Financial Planner. In addition to his work with Fidelity Personal and Workplace Advisors, Nathan also manages rental property through Idaho Properties, LLC.
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
TX
06/15/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
MN
11/05/2019 - 04/20/2021
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
09/28/2016 - 09/27/2019
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE ELMO MN)
MN
12/22/2010 - 08/10/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
11/19/2010 - 12/20/2010
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
09/07/2010 - 09/27/2010
STATE FARM VP MANAGEMENT CORP. (ST. PAUL MN)
MN
07/14/2009 - 07/06/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
BC
Issued 08/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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