Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Nelson is a registered investment advisor with United Planners' Financial Services of America A Limited Partner. Andrea is a seasoned professional with over 17 years of experience in the financial services industry. Andrea has worked for several firms, including Securities America, Inc. and Eide Bailly Securities, LLC. Andrea has a wide range of experience in providing financial advice to individuals, corporations and charitable organizations. Andrea is a dedicated professional committed to helping clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
10/11/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
ND
02/02/2024 - 04/25/2024
EIDE BAILLY SECURITIES, LLC (FARGO ND)
AZ
05/13/2022 - 08/11/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (GILBERT AZ)
AZ
01/22/2014 - 05/13/2022
SECURITIES AMERICA, INC. (GILBERT AZ)
MN
01/24/2007 - 10/21/2013
SECURITIES AMERICA, INC. (BLOOMINGTON MN)
ND
07/28/2009 - 03/07/2011
EIDE BAILLY SECURITIES, LLC (FARGO ND)
BOTH
Issued 06/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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