Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Thomas Blair is a registered investment advisor representative with Palo Alto Wealth Advisors, LLC. Nathan has been in the industry since 1998 and holds Series 7 and Series 63 licenses. Nathan also holds the Series 65 license, which allows Nathan to provide investment advisory services in California and Texas. Nathan has been with Palo Alto Wealth Advisors, LLC since 2017. Prior to that, Nathan worked at Aetos Capital, LLC in Menlo Park, CA.
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.
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.
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CA
04/20/2023 - Present
Palo Alto Wealth Advisors, LLC (PALO ALTO CA)
IL
10/20/1998 - 05/19/2000
PRICEWATERHOUSECOOPERS SECURITIES LLC (CHICAGO IL)
IA
Issued 04/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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