Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Leah Nilsen is an experienced financial professional with over 15 years in the industry. Becky is currently a registered representative and principal with LPL Financial LLC, a leading independent broker-dealer and financial advisor. Becky has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Previously, Becky held positions at KMS Financial Services, Inc. and DS Investments & Financial Services. Becky specializes in retirement planning, college savings, and estate planning. Becky is committed to providing her clients with personalized service and tailored solutions to help them achieve their financial goals.
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.
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2
WA
03/13/2023 - Present
LPL Financial LLC (OLYMPIA WA)
WA
09/18/2019 - 10/30/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
AZ
08/12/2004 - 04/20/2018
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
04/05/2017 - 08/31/2017
DS INVESTMENTS & FINANCIAL SERVICES (PHOENIX AZ)
BOTH
Issued 11/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2022
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 03/15/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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