Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Vestrich-shade is an active broker-dealer and investment advisor representative. Nathan has been in the industry since 2016 and currently works for J.p. Morgan Securities LLC. Nathan has passed the Series 7, Series 63, SIE and Series 79TO exams. Nathan was previously registered with Stifel, Nicolaus & Company, Incorporated and Mooreland Partners LLC. Nathan has passed the Uniform Securities Agent State Law Examination and is registered in 53 states and Puerto Rico.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
11/23/2020 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
NY
07/01/2019 - 09/28/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
10/31/2017 - 07/02/2019
MOORELAND PARTNERS LLC (New York NY)
NY
08/16/2016 - 10/12/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 09/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nathan Vestrich-shade is the right advisor for you? Invested Better is here to help.
