Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan McDuffee is a financial advisor with Oliver Wealth Management. Nathan is a Certified Financial Planner and Chartered Financial Consultant. Nathan has been in the financial industry for several years and has experience working with individuals and families. Nathan provides financial planning and portfolio management services to individuals and families. Nathan is also a licensed insurance agent and can help clients with their insurance needs.
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.
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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MD
03/03/2023 - Present
Oliver Wealth Management (TOWSON MD)
MD
08/16/2022 - 01/09/2023
ARKADIOS CAPITAL (Forest Hill MD)
MD
02/06/2020 - 10/03/2022
KALOS CAPITAL, INC. (FOREST HILL MD)
BOTH
Issued 10/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
Active
Inactive
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