Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Cody Houston is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Nathaniel is licensed in 31 states, including Texas, Washington, and California. He is also a licensed insurance agent in Texas and Washington. Nathaniel has been working in the financial services industry for over a year and has a Series 7, 66, and SIE license. His current employer, Fidelity Personal and Workplace Advisors, is a large financial services firm with a focus on providing financial advice and investment management services to individuals and families. The firm manages over $818 billion in assets and has a strong track record of providing high-quality financial services to clients.
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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WA
04/16/2024 - Present
Fidelity Personal AND Workplace Advisors (REDMOND WA)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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