Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Hintz is a financial advisor at LPL Financial LLC. Nathaniel has been in the financial services industry since 2006. Nathaniel has been registered with LPL Financial LLC since 2020. Before joining LPL Financial LLC, Nathaniel worked at Mutual Securities, Inc., Lincoln Financial Advisors Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nathaniel is licensed to provide financial advice in Arizona, California, Colorado, Florida, Idaho, Nevada, and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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CA
06/16/2022 - Present
LPL Financial LLC (DANVILLE CA)
CA
04/27/2018 - 04/01/2020
MUTUAL SECURITIES, INC. (San Ramon CA)
CA
05/28/2014 - 05/02/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (LIVERMORE CA)
CA
09/27/2011 - 07/11/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMPBELL CA)
CA
02/13/2008 - 09/12/2011
LPL FINANCIAL LLC (SAN JOSE CA)
CA
02/23/2006 - 01/28/2008
FIRST INVESTORS CORPORATION (SAN JOSE CA)
BOTH
Issued 09/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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