Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Wendell Day is a financial advisor at Fidelity Personal and Workplace Advisors. He is licensed in 22 states. Nathan has been in the industry since June 2008 and has a combined 15 years of experience working for Fidelity Investments. His expertise is in helping individuals and families reach their financial goals. Nathan is a CERTIFIED FINANCIAL PLANNER™ professional, and his specialties include retirement planning, college savings, and investment management.
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.
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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MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
04/01/2008 - 02/13/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 09/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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