Unclaimed
Nathaniel Onley Parks is a financial advisor with Edelman Financial Engines. Nathaniel has been in the financial industry since 2012. Nathaniel is registered with both FINRA and the SEC. Prior to working with Edelman Financial Engines, Nathaniel was a financial advisor with Commonwealth Financial Network, EF Legacy Securities, LLC, and Wells Fargo Advisors Financial Network, LLC. Nathaniel has a Series 66, Series 7, and Series 31 license. Nathaniel is a Certified Financial Planner. Nathaniel is also registered in Virginia and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
09/12/2017 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
08/24/2015 - 06/13/2017
COMMONWEALTH FINANCIAL NETWORK (Leesburg VA)
VA
06/28/2013 - 08/25/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RESTON VA)
BOTH
Issued 08/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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