Unclaimed
Nathan Longtin is a financial advisor with Edward Jones. Nathan has been in the financial services industry for over a year and has a strong understanding of the financial markets. Nathan is a Series 7, Series 66, and SIE licensed representative. Nathan is registered in 20 states, including Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Minnesota, Missouri, New York, North Dakota, South Dakota, Texas, Virginia, and Wisconsin. Nathan specializes in working with individuals, families, and businesses to develop personalized financial plans. Nathan has a passion for helping his 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
12/18/2023 - Present
Edward Jones (FERGUS FALLS MN)
ND
10/27/2022 - 09/12/2023
COLLIERS SECURITIES LLC (FARGO ND)
BOTH
Issued 04/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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