Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Yue Jia is a financial advisor with Fidelity Personal And Workplace Advisors. Nathan has been in the financial services industry since January 20, 2020 and is registered to provide investment advice in California. Nathan has a Series 7, Series 63, and Series 65 license. Nathan is a Certified Financial Planner. Prior to joining Fidelity, Nathan was employed by CAROFIN, LLC, Elite Brokers, LLC, and Sunstone Advisors, LLC. Nathan specializes in working with individuals, high net worth individuals, corporations, charitable organizations, and pension plans.
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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2
CA
08/20/2024 - Present
Fidelity Personal AND Workplace Advisors (BURLINGAME CA)
CA
10/31/2023 - 06/17/2024
CAROFIN, LLC (Irvine CA)
CA
12/13/2018 - 05/31/2019
ELITE BROKERS, LLC (LONG BEACH CA)
BC
Issued 04/19/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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