Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Haskell is a financial advisor with over 8 years of experience in the industry. Nathaniel holds the Series 66, Series 7, Series 11, and SIE licenses, and is a Chartered Financial Analyst. Nathaniel is currently registered with Corient in Washington. Nathaniel has previously worked with Mercer Allied Company, L.P., Columbia Pacific Wealth Management and Cresset Asset Management, LLC. Nathaniel specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and institutions. Corient is a registered investment advisor with over $118 billion in assets under management.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
WA
02/20/2023 - Present
Corient (SEATTLE WA)
TX
10/19/2015 - 08/23/2019
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
BOTH
Issued 02/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2015
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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