Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Salimi is an investment advisor representative associated with Protection Point Advisors, a firm registered with the state of California. Nathan is a licensed investment advisor with the Series 65 license, indicating a comprehensive understanding of investment advisory laws and regulations. Nathan has a diverse background that includes experience in education and the soccer industry, demonstrating a well-rounded approach to client interactions. Nathan's expertise includes financial planning, portfolio management for individuals, and selection of other advisors, allowing Nathan to create tailored financial solutions for a variety of clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisers fees
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CA
03/25/2024 - Present
Protection Point Advisors (ROSEVILLE CA)
IA
Issued 03/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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