Unclaimed
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 a financial advisor with over 2 years of experience in the industry. Andrew is currently registered with LPL Financial LLC in Minnesota and Texas and holds Series 63, 66 and SIE licenses. Andrew has also been registered with NYLIFE Securities LLC in Minnesota and has experience with a variety of investment products and services. Andrew is dedicated to helping clients achieve their financial goals and has a strong understanding of the financial markets. Andrew specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Andrew is committed to providing personalized service and working closely with clients to develop customized financial 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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MN
04/03/2024 - Present
LPL Financial LLC (EDINA MN)
MN
05/12/2021 - 08/09/2023
NYLIFE SECURITIES LLC (EDINA MN)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Andrew Nelson is the right advisor for you? Invested Better is here to help.
