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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel McNulty is a financial advisor with Kestra Advisory Services, LLC, with over 15 years of experience in the financial services industry. Nathaniel holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Nathaniel has experience working with a variety of clients, including individuals, families, and businesses. Nathaniel provides comprehensive financial planning services, including retirement planning, investment management, college savings planning, and estate planning. Nathaniel has previously worked with LPL Financial and Fifth Third Securities. Nathaniel is committed to providing his clients with personalized financial advice that is tailored to their specific needs.
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.
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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2
TX
11/16/2018 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
KY
09/14/2009 - 11/26/2018
LPL FINANCIAL LLC (LEXINGTON KY)
KY
04/30/2007 - 09/11/2009
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
IA
Issued 12/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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