Nathaniel H. Carlson - CIS™

Certified Income Specialist, Financial Planner


  • 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 in States of NY, OH and PA

  • Life
  • Accident
  • Health 
Phone 716-720-4793