Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Stevens is a financial professional with over 19 years of experience in the industry. Nathaniel is currently registered with Cuso Financial Services, LP, and is licensed in multiple states. Nathaniel holds various securities licenses including Series 7, 24, 63, and 66.
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.
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.
1
2
OH
12/22/2023 - Present
Cuso Financial Services, LP (Beavercreek OH)
OH
04/08/2013 - 03/02/2017
PNC INVESTMENTS (DAYTON OH)
OH
11/21/2011 - 12/17/2012
LPL FINANCIAL LLC (TROY OH)
OH
06/21/2010 - 11/22/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (TROY OH)
OH
06/02/2004 - 06/22/2010
EDWARD JONES (WEST MILTON OH)
BOTH
Issued 05/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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