Nicholas Westendorf

Financial Advisor - Portfolio Manager @Morgan Stanley

San Diego County, CA, US
EMAILS
n••••••••@morganstanley.com
MOBILE NUMBERS
+13•••••••57

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WORK HISTORY

Jan 2014 — Present

Financial Advisor - Portfolio Manager @Morgan Stanley

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San Diego, CA, US

Series 7, Series 66, CA Life / Health InsuranceDisclosures: © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. California Insurance License #0I91880Asset allocation and diversification does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.NMLS# 12•••84

EDUCATION

2004 — 2009

University of Nevada-Las Vegas

Bachelor of Business Administration (BBA), Administration and Marketing

N/A

Ashford University

Master of Business Administration (M.B.A.), Business Marketing

2003 — 2004

Seattle Pacific University - School of Business and Economics

Marketing

ABOUT NICHOLAS WESTENDORF

Nicholas works with individuals, families, and businesses to provide custom financial…

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