Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Joseph Russell is an investment advisor representative with Emerson Equity LLC. Nathaniel is registered with the state of Ohio and several other states as well. Nathaniel's experience includes working in insurance sales, delivery services and tax services, and is also a tax advisor. Nathaniel is a registered representative with FINRA and has passed the Series 7TO, Series 66, and SIE exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/06/2024 - Present
Emerson Equity LLC (DELAWARE OH)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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