Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Sletten Quello is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Nathan has been in the financial industry since September 1, 2000. Nathan is currently registered with the states of South Dakota and Texas. Nathan is also registered with the Financial Industry Regulatory Authority (FINRA). Prior to joining Raymond James, Nathan worked for UBS Financial Services Inc., Piper Jaffray & Co., and RBC Dain Rauscher Inc. Nathan has a Series 66, Series 7, and SIE license. Nathan is a financial advisor that specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SD
11/22/2013 - Present
Raymond James Financial Services Advisors, Inc. (SIOUX FALLS SD)
SD
08/12/2006 - 12/02/2013
UBS FINANCIAL SERVICES INC. (SIOUX FALLS SD)
SD
04/29/2005 - 08/12/2006
PIPER JAFFRAY & CO. (SIOUX FALLS SD)
NY
09/01/2000 - 05/06/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 09/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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