Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathen? Claim Your ProfileNathen Pastorik is a financial advisor registered with Raymond James & Associates, Inc. Nathen has been in the financial industry since 2014, working with various firms including Transamerica Investors Securities Corporation and Principal Securities, Inc. Nathen is licensed to provide financial advice in Colorado, Illinois and Wisconsin. Nathen specializes in financial planning, portfolio management, and pension consulting. Raymond James & Associates, Inc. provides services to a range of clients including individuals, businesses, investment companies, charitable organizations and insurance companies.
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.
Please see note in schedule d - miscellaneous
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
IL
02/08/2021 - Present
Raymond James & Associates, Inc. (Naperville IL)
FL
01/04/2017 - 08/03/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
IA
10/21/2013 - 12/22/2016
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
Issued 04/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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