Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Brent Nathan is an Investment Advisor Representative associated with Forte Capital LLC. He is registered in North Carolina, and has been in the industry since 1987. Richard has a Series 7 and a Series 63, as well as a Series 65 license. Richard Brent Nathan has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm's main office is located in Rochester, New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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.
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NC
11/21/2017 - Present
Forte Capital LLC (RALEIGH NC)
NA
03/02/1989 - 06/28/1991
CIGNA SECURITIES, INC.
NA
01/21/1987 - 01/09/1989
INTERSTATE/JOHNSON LANE CORPORATION
IA
Issued 11/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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