Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew L. Nelson is an investment advisor representative with Charles Schwab & CO., Inc., registered in the state of Oklahoma. Andrew has over 25 years of experience in the financial industry. Andrew's previous affiliations include BANC ONE SECURITIES CORPORATION and BOATMEN'S INVESTMENT SERVICES, INC.. Andrew has passed the following exams: Series 63, Series 66, Series 7, and Series 52. Andrew specializes in Financial Planning and Portfolio Management. Andrew is registered in the following states: Arizona, California, Colorado, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Oklahoma, Texas, and Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OK
01/02/2019 - Present
Charles Schwab & CO., Inc. (Oklahoma City OK)
IL
10/28/1997 - 10/01/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
02/02/1997 - 05/07/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
03/14/1995 - 10/10/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 12/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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