- Licensed Financial Advisor since 2012
- BA and an MA in Science Education from SUNY Fredonia
Nathan Slate has been a Licensed Financial Advisor for over ten years. Nathan is a Registered Representative with FINRA Series 6 and 63 registrations, as well as New York State Life and Health insurance licenses.
Before becoming a financial advisor, Nathan graduated from SUNY Fredonia with a Bachelor’s and then earned a Master's in Science Education. He also served eight years in the US ARMY where he was honorably discharged in 2006 and spent five years as a teacher.
He specializes in crafting financial plans for individuals and establishing and maintaining group retirement plans. Nathan offers his clients the flexibility of meeting where they feel comfortable, whether it is at their homes, places of work, or somewhere else if they would prefer. Reach out to Nathan to start planning for your financial goals.
Nathan is married with two kids and loves the outdoors.