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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 Ekberg Nusz is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Nathaniel has been in the industry since September 2015. Nathaniel holds a Series 7, Series 66, and Series 9 securities licenses, as well as Series 10 and Series 24 principals' licenses. Nathaniel's specialties include portfolio management, financial planning and investment advice. Nathaniel is registered to provide financial advice in Florida and Texas. Nathaniel is affiliated with the firm's Saint Augustine, Florida and New York, New York offices.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
08/16/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT AUGUSTINE FL)
BOTH
Issued 09/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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