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Carlson Financial Group
Nat Carlson, CIS

About Nat Carlson

You've worked hard.  Retire with confidence.

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Nathaniel H Carlson - CIS
Certified Income Specialist
Investment Consultant


Education

The Certified Income Specialist (CIS™) designation from the Institute of Business Finance. (press release)


Bachelor of Science in Business Administration from the State University of New York College at Fredonia.

Specializing in the generation of retirement income, as well as retirement and investment planning.


FINRA licenses

07 - General Securities
63 - Uniform State Regulation

State Securities Licenses

CT, FL, NC, NJ, NY, OH, PA, SC, TX and VA

Insurance Licences

Life, Accident and Health in the states of NC, NY, OH and PA



 
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 863 Fairmount Ave, Jamestown, NY 14701
Phone: 716-720-4793  Fax: 716-247-6628  Email: nat@carlsonfinancialgroup.net

Securities offered through Securities Service Network, LLC.
Member FINRA/SIPC

Fee based adisory services offered through SSN Advisory, Inc.
A Registered Investment Advisor

This communication is strictly intended for individuals residing in the state(s) of CT, FL, NJ, NY, NC, OH, PA, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.