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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathalie? Claim Your ProfileNathalie Cohen is a financial advisor with Morgan Stanley. Nathalie has been in the industry since 1991 and has a Series 3, Series 7, Series 63, and Series 65. Previously, Nathalie was employed by MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Nathalie works with a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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
CA
06/01/2009 - Present
Morgan Stanley (Torrance CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TORRANCE CA)
CA
02/05/1992 - 04/02/2007
MORGAN STANLEY DW INC. (TORRANCE CA)
MN
02/21/1991 - 01/09/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/21/1991 - 01/09/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1992
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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