Nathalie CoteCRD Number: 7008686
Current Firm: Harvest Financial Planning, LLC
Nathalie Cote (CRD# 7008686) is an Investment Advisor Representative working at Harvest Financial Planning, LLC in Fort Mill, SC and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Harvest Financial Planning LLC||Fort Mill, SC||Feb 2018 - Current||4|
|Belmont Abbey College||Belmont, NC||Aug 1998 - Current||24|
|Self-employed||York, SC||Jan 2015 - Feb 2018||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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