Nathan Stevens

Nathan Stevens

VP - Financial Consultant
Westerville, Ohio, United States

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Work Experience

Charles Schwab

VP - Financial Consultant

2022-10-01 - Present

J.P. Morgan Securities, LLC.

Financial Advisor

2020-04-01 - 2022-10-01

Wells Fargo Advisors

Registered Client Associate

2018-03-01 - 2020-04-01

Costello Real Estate and Investments

Realtor

2017-03-01 - 2018-03-01

PNC

Financial Advisor

2016-07-01 - 2017-03-01

ABI Inc

Account Manager

2014-05-01 - 2014-12-01

Fosbel Inc.

Intern

2010-01-01 - 2010-01-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English