Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wilbur Nelson is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Cuso Financial Services, LP and Sorrento Pacific Financial, LLC, both located in San Diego, CA. Brian also has prior experience with Cadaret, Grant & CO., Inc. in Syracuse, NY. Brian focuses on financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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CA
05/17/2019 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
GA
05/13/2015 - 01/05/2017
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/13/2015 - 01/05/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
05/13/2015 - 01/05/2017
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
05/13/2015 - 01/05/2017
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MA
01/10/2012 - 04/14/2015
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
03/20/2007 - 05/24/2010
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MO
02/02/2006 - 03/22/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
10/23/1998 - 11/21/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 07/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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