Unclaimed
Nathan Sheldon is a financial professional with over 16 years of experience in the financial services industry. Nathan is currently registered with Morgan Stanley Distribution, Inc. and holds the Series 3, 7, 55, 57TO, and SIE licenses. Nathan has held previous roles with MORGAN STANLEY and MORGAN STANLEY & CO. LLC. Nathan's experience spans multiple areas of the financial services industry and is committed to providing clients with personalized advice.
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
10/03/2019 - Present
Morgan Stanley Distribution, Inc. (New York NY)
NY
05/21/2012 - 10/03/2019
MORGAN STANLEY (New York NY)
NY
08/21/2006 - 05/24/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 11/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/02/2007
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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