Nathan Cherry (CRD# 6435430) is an Investment Advisor Representative working at Fidelis Financial in Southern Pines, NC and has over 9 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4585083
Stifel, Nicolaus & Company, Incorporated
CRD# 4455033
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelis Financial | Southern Pines, NC | Jan 2024 - Current | < 1 |
| Hicks & Associates Wealthmanagement, LLC | Cary, NC | Oct 2022 - Apr 2024 | 1 |
| Wealthshield Partners, LLC | Cary, NC | Oct 2020 - Oct 2022 | 2 |
| Ameriprise Financial Services Inc. | Southern Pines, NC | Jul 2019 - Oct 2020 | 1 |
| Ameriprise Financial Services Inc. | Columbia, MD | Mar 2017 - Jul 2019 | 2 |
| M&t Securities, Inc. | Silver Springs, MD | May 2016 - Mar 2017 | < 1 |
| Edward Jones | St. Louis, MO | Mar 2015 - May 2016 | 1 |
| Southside Southern Baptist Church | Parkersburg, WV | Mar 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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