Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Eldridge Nelson is a financial advisor registered with Cetera Investment Advisers LLC. Barry Nelson has been in the industry since April 2003. Barry Nelson has passed the Series 63, Series 7 and Series 65 exams. Barry Nelson has experience with U.S. BANCORP INVESTMENTS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC., RIVERSOURCE DISTRIBUTORS, INC., QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, and STRONG INVESTMENTS, INC. Barry Nelson currently offers financial services to individuals, high-net-worth individuals, corporations, trusts, charitable organizations, and pension/profit-sharing plans.
10955 LOWELL AVE STE 900, 910, 920, 100, and 200
OVERLAND PARK, KS 66210
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.
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.
1
2
KS
07/31/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
MO
06/18/2021 - 03/12/2024
U.S. BANCORP INVESTMENTS, INC. (Kansas City MO)
KS
10/31/2019 - 01/26/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
01/02/2009 - 06/21/2019
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
02/23/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
12/01/2006 - 02/09/2007
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
09/30/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CA
05/29/2002 - 07/22/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
WI
06/07/2000 - 11/05/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 1/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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