Nathan Kistler (CRD# 4972543) is an Investment Advisor Representative working at Santander Securities in Emmaus, PA and has over 18 years of experience in the finance industry.
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6161273
Edward Jones
CRD# 1287344
Cadaret Grant & Co Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Santander Securities, LLC | Dorchester, MA | Feb 2023 - Current | 1 |
Santander Bank, Na | Boston, MA | Jun 2020 - Current | 3 |
Santander Securities, LLC | Dorchester, MA | Jun 2020 - Feb 2023 | 2 |
Cuso Financial Services, LP | San Diego, CA | Mar 2017 - May 2020 | 3 |
Citizens Bank | Center Square, PA | Apr 2012 - Mar 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2005 |
S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- PA
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Total Assets Under Management2,130MILLIONS
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Total Number of Accounts9,813ACCOUNTS
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Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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