Unclaimed
Nathan Joseph Frank is a Financial Advisor at BDT & MSD Partners, LLC, a firm that is not registered with the Securities and Exchange Commission (SEC) to provide investment advice. He is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since July 22, 2021. He has passed the Series 79TO and SIE exams. Nathan previously worked at Morgan Stanley & Co. LLC.
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.
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.
1
2
NY
02/14/2023 - Present
BDT & MSD Partners, LLC (New York NY)
CA
01/01/2021 - 07/25/2022
MORGAN STANLEY & CO. LLC (San Francisco CA)
BC
Issued 12/28/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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