Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Stevens is a financial advisor registered with the state of New York and has been in the industry since 2012. Nathan holds Series 6, 7, 63, and 66 licenses and the SIE exam. Nathan is affiliated with Private Advisor Group, LLC, and has previously been registered with Mutual of Omaha Investor Services, Inc. Nathan's current office location is with Private Advisor Group, LLC at 6702 Buckley Rd, Suite 110A in Syracuse, NY. Nathan's specializations are in the areas of cash management, fixed income, mutual funds, variable annuities, life insurance, and retirement planning.
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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
05/27/2021 - Present
Private Advisor Group, LLC (SYRACUSE NY)
NY
11/05/2012 - 02/20/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SYRACUSE NY)
BOTH
Issued 05/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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