Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nabhan is an investment advisor representative with Morgan Stanley, licensed in Delaware, Pennsylvania and Texas. Matthew has been in the industry since August 2019, working for Morgan Stanley Private Bank, N.A. in New York. Prior to this, Matthew worked for B Lab Company in Berwyn, PA. Matthew is registered in 39 states and is a Series 7TO, SIE and Series 66 licensed representative. Matthew specializes in providing investment advice to individuals, businesses, investment companies, pension plans, charitable organizations, insurance companies, and state or municipal government entities. Matthew also sits on the Investment Committee for the Tatnall School Inc. in Wilmington, Delaware.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DE
04/08/2020 - Present
Morgan Stanley (Greenville DE)
BOTH
Issued 09/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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