Unclaimed
Paul Allen Nathan is a financial advisor with First Horizon Advisors, Inc. Paul is registered with FINRA and the state of Tennessee, and has been in the financial services industry since March 6, 2007. Paul's previous experience includes working with NYLIFE Securities LLC, Silver Oak Securities, Incorporated, and Alluvion Securities, LLC. Paul specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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.
1
2
TN
09/26/2022 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
TN
09/10/2021 - 09/26/2022
NYLIFE SECURITIES LLC (GERMANTOWN TN)
TN
02/09/2018 - 06/23/2020
NYLIFE SECURITIES LLC (MEMPHIS TN)
TN
09/12/2014 - 03/28/2016
SILVER OAK SECURITIES, INCORPORATED (MEMPHIS TN)
TN
11/26/2012 - 04/30/2014
NYLIFE SECURITIES LLC (MEMPHIS TN)
TN
03/08/2011 - 02/29/2012
ALLUVION SECURITIES, LLC (MEMPHIS TN)
TN
06/23/2008 - 10/30/2010
ALLUVION SECURITIES, LLC (MEMPHIS TN)
TN
07/20/2005 - 07/11/2006
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
02/02/2000 - 12/10/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 08/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/13/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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