Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Nelson is a financial advisor with U.S. Bancorp Investments, Inc. in Cambridge, OH. Brett has over 15 years of experience in the financial services industry. Brett holds the Series 6, Series 63, and SIE licenses. Brett specializes in helping clients with financial planning, portfolio management, and other investment services.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
06/02/2011 - Present
U.s. Bancorp Investments, Inc. (Cambridge OH)
OH
09/07/2006 - 02/26/2010
CHASE INVESTMENT SERVICES CORP. (DRESDEN OH)
OH
02/28/2006 - 08/29/2006
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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