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 Natixis Advisors, LLC in Boston, MA. Nathan has been working in the industry since 2016, and has experience working with individual and institutional clients. Nathan has a Series 7 and Series 66 license and has passed the SIE Exam. Nathan's previous experience includes working with AXA Advisors, LLC in Omaha, NE.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
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2
MA
09/23/2019 - Present
Natixis Advisors, LLC (BOSTON MA)
NE
02/15/2016 - 09/20/2019
AXA ADVISORS, LLC (OMAHA NE)
BOTH
Issued 05/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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