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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Nelson is an investment advisor representative with Fidelity Personal and Workplace Advisors. Andrew has been in the financial services industry for over eight years and holds the Series 6, 7, 63 and 65 licenses. Andrew has also passed the SIE exam. Andrew's previous roles include positions with GWFS Equities, Inc. and Mutual of Omaha Investor Services, Inc. Andrew specializes in providing financial planning and investment management services to individuals, businesses and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
IL
06/24/2021 - Present
Fidelity Personal AND Workplace Advisors (HIGHLAND PARK IL)
CO
03/24/2015 - 04/06/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
02/02/2015 - 02/27/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CENTENNIAL CO)
CO
10/28/2014 - 10/30/2014
FIRST INVESTORS CORPORATION (DENVER CO)
IA
Issued 09/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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