Unclaimed
Nathanael Flynn is a financial advisor at Private Advisor Group, LLC, with over 20 years of experience in the financial services industry. Nathanael has Series 7 and 63 securities licenses and holds the Certified Financial Planner designation. Nathanael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Nathanael works with a wide range of clients, including individuals, families, businesses, and retirement plans. Nathanael is committed to providing his 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
05/28/2015 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
CT
08/01/2002 - 06/10/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 08/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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