Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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