Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Palmerton Nelson is a financial advisor at City National Rochdale. Alexander has been in the industry since 2015 and has a Series 7, Series 66, and SIE license. Alexander is registered with the state of California, New York, and Tennessee. Alexander is a Chartered Financial Analyst and has been recognized as a top advisor by several publications. Alexander specializes in providing financial advice to high-net-worth individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
NY
06/20/2023 - Present
City National Rochdale (NEW YORK NY)
BOTH
Issued 01/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Nelson is the right advisor for you? Invested Better is here to help.
