Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Alan Nelson is an investment advisor representative registered with Stonex Advisors Inc. Brent has been in the securities industry since April 1998. Brent has a variety of registrations and licenses including the Series 7, Series 24, and Series 63 exams. Prior to joining Stonex Advisors Inc, Brent was with WRP INVESTMENTS, INC., IAR SECURITIES CORP., AC FINANCIAL, INC., and FAIRCHILD FINANCIAL GROUP, INC.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
04/20/2001 - 09/12/2014
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
NY
01/27/2000 - 05/15/2001
IAR SECURITIES CORP. (NEW YORK NY)
FL
07/20/1999 - 02/04/2000
AC FINANCIAL, INC. (PALM HARBOR FL)
NY
04/02/1998 - 06/28/1999
FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)
BC
Issued 03/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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