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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 Larson is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Alexandria, MN. Nathaniel has been in the financial industry since July 2006 and holds a Series 7, Series 24, and Series 63 license. Nathaniel is also a Certified Financial Planner. Prior to joining Raymond James, Nathaniel worked for Edward Jones. Nathaniel is registered to provide financial advice in Arizona, California, Florida, Minnesota, North Carolina, North Dakota, Ohio, South Carolina, South Dakota, Tennessee, Texas, and Wisconsin. Nathaniel specializes in working with individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, high net worth individuals, and insurance companies. Nathaniel provides a variety of financial advisory services including financial planning, portfolio management for businesses and individuals, selection of other advisors, and hourly & fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
01/03/2019 - Present
Raymond James Financial Services Advisors, Inc. (ALEXANDRIA MN)
MN
07/11/2006 - 07/17/2015
EDWARD JONES (ALEXANDRIA MN)
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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