Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Ibarra is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Nathan is registered with the Securities and Exchange Commission (SEC) and with the Financial Industry Regulatory Authority (FINRA). Nathan has been in the financial services industry since 2004 and has worked with firms including HSBC Securities (USA) Inc., Hennion & Walsh, Inc., and Wells Fargo Clearing Services, LLC. Nathan has worked in a variety of roles within the financial services industry, including financial advisor, financial consultant, and investment analyst. Nathan has a deep understanding of the financial markets and investment strategies. Nathan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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NY
10/12/2023 - Present
LPL Financial LLC (WILLIAMSVILLE NY)
NY
10/07/2022 - 11/01/2023
JANNEY MONTGOMERY SCOTT LLC (Amherst (Williamsville) NY)
NY
05/03/2019 - 10/12/2022
WELLS FARGO CLEARING SERVICES, LLC (BUFFALO NY)
NY
01/05/2017 - 03/07/2019
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
06/08/2015 - 10/10/2016
HENNION & WALSH, INC. (PARSIPPANY NJ)
NY
07/04/2011 - 06/27/2013
CBIS FINANCIAL SERVICES, INC. (NEW YORK NY)
IL
01/19/2006 - 08/28/2009
FIRST TRUST PORTFOLIOS L.P. (LISLE IL)
IL
01/29/2004 - 01/20/2006
CLAYMORE SECURITIES, INC. (CHICAGO IL)
NY
12/10/2003 - 02/19/2004
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NJ
07/09/2002 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 03/02/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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