Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Ervin iii is an investment advisor representative with PFS Investments Inc. Nathaniel has been working in the financial industry since September 12, 2001 and has been registered with the Securities and Exchange Commission since October 27, 2014. Nathaniel is licensed in Texas. Nathaniel is a Series 6, Series 26, Series 63, and Series 65 licensed advisor. Nathaniel has a large client base, with over 45,000 individuals, over 700 high net worth individuals, and over 100 corporations or businesses. Nathaniel focuses on providing portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
10/27/2014 - Present
PFS Investments Inc. (HOUSTON TX)
GA
03/14/1997 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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