Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan A. Nelson is an investment advisor representative with Measured Money Maneuvers, LLC, a firm that provides financial planning, portfolio management for individuals, educational seminars, and pension consulting. Alan has been an investment advisor representative since January 2024. He is registered with the state of California. Alan holds the Series 65 securities license. Alan is a Certified Financial Planner and a Chartered Financial Consultant. Alan also works as a Program Manager for Viasat, Inc. and volunteers to teach non-advisory related financial literacy courses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/11/2024 - Present
Measured Money Maneuvers (SOLANA BEACH CA)
BC
Issued 04/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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