Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Walker is an active Investment Advisor Representative and Registered Representative. Nathan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Clearwater, FL and has been in the industry since 2019. Nathan holds Series 65, 66, and 7TO licenses. Nathan has previous experience at Edward Jones and Bankers Life Securities, Inc. Prior to entering the financial services industry, Nathan worked at Willis Towers Watson, Donald P Pipino & Associates, and Bank of America, N.A..
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/27/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
FL
03/08/2021 - 04/18/2022
BANKERS LIFE SECURITIES, INC. (Clearwater FL)
FL
05/10/2019 - 02/28/2020
EDWARD JONES (St Petersburg FL)
IA
Issued 07/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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