Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Stewart is a financial advisor with over 10 years of experience in the financial services industry. Nathan has worked with various financial institutions, including Fidelity Brokerage Services LLC, MML Investors Services, LLC, and Wells Fargo Clearing Services, LLC. He is currently an investment advisor representative with J.P. Morgan Securities LLC, a leading financial services firm with over $50 billion in assets under management. Nathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Nathan is dedicated to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
07/16/2024 - Present
J.p. Morgan Securities LLC (Irvine CA)
CA
05/13/2022 - 07/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
05/15/2020 - 01/26/2022
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
10/31/2019 - 04/27/2020
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
08/06/2018 - 09/06/2019
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
IA
Issued 06/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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