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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Frecks is a financial advisor currently registered with Morgan Stanley, based in Purchase, NY. Nathaniel has been in the financial services industry since 2020, holding previous roles with Ameriprise Financial Services, LLC. He has a Series 66, Series 7TO, and a SIE license. Nathaniel specializes in providing investment advisory services to individuals, businesses, and institutions. His expertise spans multiple areas, including asset allocation, financial planning, pension consulting, and portfolio management. Nathaniel is committed to helping clients achieve their financial goals.
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
NY
12/22/2021 - Present
Morgan Stanley (PURCHASE NY)
FL
04/19/2021 - 11/23/2021
AMERIPRISE FINANCIAL SERVICES, LLC (ORLANDO FL)
BOTH
Issued 08/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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