Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Jones is a financial advisor registered in Florida and Georgia. Nathaniel has been in the financial industry since November 12, 2013, and currently works with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Nathaniel is a Certified Financial Planner and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Nathaniel offers a range of services, including financial planning, portfolio management, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
02/15/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Saint Petersburg FL)
ME
06/07/2000 - 06/23/2003
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
BOTH
Issued 04/05/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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