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Nelson A Baetjer

Truist Securities, Inc.

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About Nelson A Baetjer

Nelson Baetjer is a financial advisor at Truist Securities, Inc. Nelson has been in the securities industry since March 14, 2019. Nelson has a Series 7, Series 63, SIE, and Series 79TO. Nelson is registered in 52 states. Prior to joining Truist Securities, Inc., Nelson was employed at Credit Suisse Securities (USA) LLC and Morgan Stanley & Co. LLC.

Firm Information

Nelson Baetjer is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Nelson Baetjer’s Registration & Firm History

NY

06/28/2024 - Present

Truist Securities, Inc. (NEW YORK NY)

NY

06/10/2021 - 12/01/2023

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

08/16/2018 - 06/07/2021

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nelson A Baetjer.
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