Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Lucien Catez is a financial professional with over 10 years of experience in the industry. Nathaniel is currently registered with Moelis & Co. LLC, a firm based in New York, NY. Nathaniel has a Series 7, 63, and 79 license. Before joining Moelis & Co. LLC, Nathaniel worked at UBS Securities LLC in Chicago, IL. Nathaniel holds a Series 63 license. Nathaniel is registered in New York.
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.
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NY
07/17/2014 - Present
Moelis & Co. LLC (NEW YORK NY)
IL
09/01/2010 - 07/18/2014
UBS SECURITIES LLC (CHICAGO IL)
BC
Issued 09/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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