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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 Anthony is a wealth advisor with Raymond James Financial Services Advisors, Inc. based in Dayton, OH. Nathaniel has been in the financial services industry since 2009 and has experience working with Raymond James & Associates, Inc. and CUSO Financial Services, L.P.. Nathaniel is registered with FINRA and holds the Series 6, Series 7, and Series 66 licenses. Nathaniel specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and 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.
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
OH
04/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (DAYTON OH)
OH
02/19/2016 - 10/01/2019
RAYMOND JAMES & ASSOCIATES, INC. (BEAVERCREEK OH)
OH
04/05/2011 - 02/25/2016
CUSO FINANCIAL SERVICES, L.P. (XENIA OH)
OH
12/10/2010 - 04/12/2011
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
10/08/2009 - 09/29/2010
CHASE INVESTMENT SERVICES CORP. (MT. GILEAD OH)
BOTH
Issued 12/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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