Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Gray Waldeisen is a financial professional with experience in the financial services industry. Nathaniel is currently registered with Houlihan Lokey Capital, Inc. and has been with the firm since September 21, 2020. Nathaniel has also held previous roles at MVP Capital Advisors, LLC, Financial Telesis Inc and TNCP, LLC. Nathaniel has passed the Securities Industry Essentials Examination (SIE), the Investment Banking Registered Representative Examination (Series 79) and the Uniform Securities Agent State Law Examination (Series 63).
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
09/21/2020 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
CA
11/04/2017 - 08/31/2020
MVP CAPITAL ADVISORS, LLC (San Francisco CA)
CA
04/25/2017 - 11/01/2017
FINANCIAL TELESIS INC (SAN FRANCISCO CA)
CT
08/20/2015 - 04/14/2017
TNCP, LLC (Stamford CT)
BC
Issued 10/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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