Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Stevens Ewoldt is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Nathaniel is a registered representative and investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the securities industry for 16 years. Nathaniel has a Series 7, 63 and 65 licenses. He is also registered with the state of Texas. Nathaniel has been employed with Merrill Lynch, Pierce, Fenner & Smith Inc., since September 2021.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
09/16/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FREDERICKSBURG VA)
VA
06/18/2013 - 09/17/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFAX VA)
VA
01/26/2012 - 11/29/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (ARLINGTON VA)
NY
09/06/2006 - 09/08/2011
AMERICAN CAPITAL PARTNERS, LLC (EAST MEADOW NY)
IA
Issued 12/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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