Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Carlson is a financial advisor with Osaic Wealth, Inc. based in Jamestown, NY. Nathaniel has been in the industry since 2000 and has a Series 63, SIE and Series 7 license. Nathaniel has worked at several financial firms including Securities America, Inc. Nathaniel is also a board member of Affinity One FCU. Nathaniel provides advisory services to clients such as individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nathaniel is also registered in Connecticut, Florida, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia.
JAMESTOWN, NY
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.
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NY
06/14/2024 - Present
Osaic Wealth, Inc. (JAMESTOWN NY)
NY
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (JAMESTOWN NY)
NY
04/19/2005 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (JAMESTOWN NY)
SC
07/10/2000 - 04/20/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 7/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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