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 White is a registered investment advisor with Midwestern Securities Trading Company, LLC. Nathan has been in the financial services industry since April 2001. Nathan is a licensed and registered representative in multiple states, including Illinois, Florida, and Texas. Nathan has the Series 7, 63, 24, 27, 65, 99TO and SIE licenses. Nathan specializes in providing investment advice and portfolio management services to individuals, corporations, and high-net-worth clients.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
A percentage of assets under 3rd party management
1
2
IL
01/04/2023 - Present
Midwestern Securities Trading Company, LLC (EAST PEORIA IL)
IA
Issued 05/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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