Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Scott Fontenot is an Investment Adviser Representative for 49 Financial, a firm with offices in Austin and Houston. Nathan has been in the industry for over 10 years and holds Series 63, Series 65, and Series 6TO licenses. Prior to joining 49 Financial, Nathan worked at Purshe Kaplan Sterling Investments.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
12/20/2023 - Present
49 Financial (AUSTIN TX)
TX
04/28/2021 - 01/17/2024
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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