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Andrew Charles Nelson

Foreside Fund Services, LLC

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About Andrew Charles Nelson

Andrew Charles Nelson is a financial professional with over 12 years of experience in the industry. Andrew has a broad range of experience, having previously worked for Invesco Distributors, Inc. and Northwestern Mutual Investment Services, LLC. Andrew is currently registered with Foreside Fund Services, LLC and holds a Series 63, Series 7, and Series 65 license. He is registered to conduct business in all 50 states and the District of Columbia.

Firm Information

Andrew Nelson is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Andrew Nelson’s Registration & Firm History

IL

07/15/2024 - Present

Foreside Fund Services, LLC (Wheaton IL)

IL

07/20/2011 - 05/06/2024

INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)

IL

03/30/2011 - 04/15/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLARENDON HLS IL)

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Licenses & Designations

IA

Issued 07/23/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Charles Nelson.
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