Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathanael? Claim Your ProfileNathanael Gregor is a financial advisor with over 6 years of experience in the financial services industry. Nathanael is a registered representative with Raymond James Financial Services Advisors, Inc. and holds Series 4, 7, 24, 27, 52, 53, 66, 99TO and SIE licenses. Nathanael has previously worked with Raymond James & Associates, Inc., Calton & Associates, Inc., and Midwestern Securities Trading Company, LLC. Nathanael provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/03/2023 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
10/22/2021 - 04/28/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
06/28/2019 - 10/18/2021
CALTON & ASSOCIATES, INC. (TAMPA FL)
IL
12/21/2016 - 05/17/2019
MIDWESTERN SECURITIES TRADING COMPANY, LLC (EAST PEORIA IL)
BOTH
Issued 08/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2020
Series 4 - Registered Options Principal Examination
BC
Issued 11/05/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/16/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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