Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan William Charleson is a financial professional with over 20 years of experience in the industry. He is currently registered with Paychex Securities Corp. and holds licenses in Series 6, 7, 63, and 65. Nathan previously worked with HAND SECURITIES, INC, MML DISTRIBUTORS, LLC, and JOHN HANCOCK DISTRIBUTORS 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.
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.
1
2
FL
11/06/2020 - Present
Paychex Securities Corp. (West Palm Beach FL)
TX
03/20/2018 - 03/19/2019
HAND SECURITIES, INC (HOUSTON TX)
MA
09/30/2015 - 02/20/2018
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
08/16/2010 - 09/11/2015
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
03/27/2002 - 08/23/2010
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
IA
Issued 06/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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