Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Greene is a financial professional with over 5 years of experience in the industry. Nathan is currently registered with Lincoln International LLC and is licensed in California, Illinois, New York and Texas. Previously, Nathan was employed at UBS Securities LLC and Forum Capital Securities LLC. Nathan holds Series 7, Series 63, Series 79, and SIE licenses.
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.
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.
1
2
NY
04/01/2022 - Present
Lincoln International LLC (NEW YORK NY)
NY
08/24/2017 - 04/04/2022
UBS SECURITIES LLC (NEW YORK NY)
NY
10/05/2016 - 08/03/2017
FORUM CAPITAL SECURITIES LLC (NEW YORK NY)
BC
Issued 12/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Greene is the right advisor for you? Invested Better is here to help.
