Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathanael? Claim Your ProfileNathanael Allen is a financial advisor at Charles Schwab & CO., Inc. with 7 years of experience in the industry. Allen holds the Series 7, Series 63, and Series 66 licenses. Allen is also a Certified Financial Planner™. Allen has previously worked at TD AMERITRADE, INC. and has provided financial advisory services in a variety of locations across the United States.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
08/29/2022 - Present
Charles Schwab & CO., Inc. (Pensacola FL)
FL
07/27/2022 - 07/29/2024
TD AMERITRADE, INC. (Pensacola FL)
AL
09/20/2016 - 03/16/2021
CHARLES SCHWAB & CO., INC. (Birmingham AL)
BOTH
Issued 12/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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