Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel James Hasto is a financial advisor at LPL Financial LLC. Nathaniel has been in the industry since April 2018. Nathaniel is registered in Indiana, Texas and is also registered in 15 other states as a broker-dealer. Nathaniel specializes in providing financial planning, pension consulting, and portfolio management services. Nathaniel also offers educational seminars and consultations to individuals and businesses. Nathaniel is dedicated to helping clients achieve their financial goals.
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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2
IN
12/07/2022 - Present
LPL Financial LLC (WESTFIELD IN)
IN
07/30/2021 - 09/07/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Westfield IN)
NY
04/19/2018 - 08/04/2021
PFS INVESTMENTS INC. (ROCHESTER NY)
IA
Issued 04/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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