Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Ryan Garcia is an active investment advisor representative in Pennsylvania and Texas, associated with Confluence Financial Partners. Nathan has been in the industry since 2001 and has experience with various financial services firms including Raymond James Financial Services, Inc., PNC Investments and J.J.B. Hillard, W.L. Lyons, Inc. Nathan has earned the Certified Financial Planner designation.
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.
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.
1
2
PA
10/29/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
03/07/2019 - 07/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
01/01/2004 - 03/13/2019
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/26/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 10/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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