Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Wiesenfeld is a financial advisor who has been working in the industry since 1990. He is currently registered with J.P. Morgan Securities LLC in New York and Texas. Nathan has previously worked at Lehman Brothers Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. Nathan has passed several industry exams including the Series 7, Series 10, Series 63, and Series 65.
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
NY
06/17/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
10/12/2000 - 07/30/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
01/21/1987 - 12/15/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 06/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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 Wiesenfeld is the right advisor for you? Invested Better is here to help.
