Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Bracci is a financial advisor at Morgan Stanley. Nathan is registered in 23 states and is a Series 7TO, Series 66 and SIE licensed representative. Nathan has been in the financial industry for a short time. Nathan has expertise in asset allocation advice, financial planning, pension consulting and portfolio management. Nathan serves individuals, corporations, insurance companies, charitable organizations, investment companies, high net worth individuals, investment clubs, and banking or thrift institutions.
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
OH
12/21/2023 - Present
Morgan Stanley (Centerville OH)
BOTH
Issued 12/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nathan Bracci is the right advisor for you? Invested Better is here to help.
