Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Burstin is an investment advisor representative with Merit Financial Advisors in Alpharetta, Georgia. Nathaniel has been in the financial services industry for over 10 years. Previously, Nathaniel worked for Wells Fargo Clearing Services, LLC in Boca Raton, Florida and InCapital LLC in Boca Raton, Florida. Nathaniel has a Series 7, 66, and 65 license and has been working in the financial services industry for over 10 years.
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.
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.
Consulting fees
1
2
FL
04/08/2022 - Present
Merit Financial Advisors (Boca Raton FL)
FL
06/19/2018 - 01/02/2019
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
11/20/2012 - 08/25/2017
INCAPITAL LLC (BOCA RATON FL)
NY
01/03/2012 - 05/07/2012
MITSUBISHI UFJ SECURITIES (USA), INC. (NEW YORK NY)
NY
06/11/2007 - 10/20/2011
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
IA
Issued 07/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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