Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Haberman is a financial advisor registered with Trajan Wealth, LLC. Nathan has been in the industry since January 2014. Nathan has a Series 7, 66, 9, and 10 licenses. Nathan also holds the designation of Certified Financial Planner. Nathan is experienced in financial planning, portfolio management, and educational seminars. Nathan is a strong proponent of the "1031 Advisory Fees" method. Nathan is associated with Trajan Wealth, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
OK
04/28/2022 - Present
Trajan Wealth, LLC (EDMOND OK)
OK
10/14/2019 - 03/12/2020
CETERA INVESTMENT SERVICES LLC (PRYOR OK)
OK
03/18/2016 - 10/16/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (Pryor OK)
OK
01/22/2014 - 03/22/2016
ARVEST WEALTH MANAGEMENT (TAHLEQUAH OK)
BOTH
Issued 02/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Nathan Haberman is the right advisor for you? Invested Better is here to help.
