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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 Houghton Shaw is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Bedford, NH. Nathaniel has over 20 years of experience in the financial services industry. Nathaniel Houghton Shaw holds Series 6, 7, 10, 24, 63, and 65 securities licenses. Nathaniel is also a Certified Financial Planner. Nathaniel previously worked at CCO INVESTMENT SERVICES CORP. and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NH
08/05/2013 - Present
Raymond James Financial Services Advisors, Inc. (BEDFORD NH)
NH
01/09/2004 - 05/06/2011
CCO INVESTMENT SERVICES CORP. (MANCHESTER NH)
MA
03/15/2001 - 01/05/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 07/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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