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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Thomsen is an investment advisor representative with Advisors Capital Management, LLC. Nathan has been working in the financial industry since 2004, and has experience with several firms, including TIAA-CREF, Fidelity Brokerage Services, and Lincoln Financial Advisors. Nathan has Series 7, 31, and 66 securities licenses and is a Certified Financial Planner. Nathan is registered to provide investment advice in Massachusetts and New Jersey. Nathan provides a variety of financial planning and investment management services to individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies.
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.
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.
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2
MA
07/19/2021 - Present
Advisors Capital Management, LLC (Cambridge MA)
CT
09/19/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (STAMFORD CT)
CT
04/02/2013 - 08/27/2018
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
CT
09/24/2007 - 01/20/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (WINDSOR CT)
CT
06/15/2005 - 10/01/2007
METLIFE SECURITIES INC. (WETHERSFIELD CT)
CT
06/15/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
NY
02/04/2004 - 01/27/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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