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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 Rolstad is a financial advisor with Morgan Stanley. Nathan has been in the industry since 2002. Nathan is registered in 53 states and holds Series 6, 7, 3, 4, 9, 10, 24, 52, 53, and 66 licenses. Nathan has previously worked at U.S. Bancorp Investments, Inc., E*TRADE Securities LLC, and Scottrade, Inc. Nathan specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
09/05/2023 - Present
Morgan Stanley (BLOOMINGTON MN)
MN
02/03/2017 - 09/05/2023
E*TRADE SECURITIES LLC (BLOOMINGTON MN)
MN
02/03/2016 - 01/31/2017
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
ID
09/09/2004 - 02/01/2016
SCOTTRADE, INC. (BOISE ID)
MN
11/06/2002 - 09/03/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MI
07/19/2000 - 02/26/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 02/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/16/2019
Series 4 - Registered Options Principal Examination
BC
Issued 10/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/05/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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