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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Singer is a financial advisor with Florida Financial Advisors, LLC. Nathaniel specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Nathaniel is registered with the Securities and Exchange Commission (SEC) and holds a Series 7TO, Series 6TO, and Series 63 license. Nathaniel also has a Series 66 license which is a combined state securities law exam, authorizing Nathaniel to provide financial advice to investors across multiple states. Nathaniel has been in the financial industry since 2021 and worked with E*TRADE SECURITIES LLC, Harrison and Held LLP, Sirius Wealth Management Firm, Bryan Cave Leighton Paisner, Elon University, and Barrington Highschool. Nathaniel is currently licensed to provide financial advice in Florida 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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
05/07/2024 - Present
Florida Financial Advisors, LLC (Tampa FL)
FL
06/12/2023 - 08/03/2023
MORGAN STANLEY (Temple Terrace FL)
FL
01/10/2023 - 08/03/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
BOTH
Issued 08/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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