Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Crosby is a financial advisor with Truist Advisory Services, Inc. He has been in the financial services industry since 2007. Nathaniel holds Series 6, 7, 63 and 65 licenses. He is registered in 37 states and the District of Columbia. Nathaniel has worked for BB&T Securities, LLC and Scott & Stringfellow, LLC. Nathaniel Crosby has experience providing financial advice to a variety of clients, including individuals, corporations, and charitable organizations. He provides a range of advisory services, including financial planning, portfolio management, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
SC
04/15/2021 - Present
Truist Advisory Services, Inc. (GREENVILLE SC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
11/02/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (GREENVILLE SC)
SC
02/27/2007 - 01/13/2011
WELLS FARGO ADVISORS, LLC (MAULDIN SC)
IA
Issued 07/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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