Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Greenwood Nelson is a financial advisor at D.a. Davidson & Co.. Carolyn is a registered investment advisor and broker. She has been in the industry since 2003. Prior to joining D.a. Davidson & Co., Carolyn worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, INC. Carolyn provides a range of services to individual and institutional clients, including financial planning, portfolio management, and educational seminars. She is also a notary public and has been providing those services since 2014.
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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2
ID
03/20/2019 - Present
D.a. Davidson & Co. (TWIN FALLS ID)
ID
01/01/2008 - 06/24/2010
WELLS FARGO ADVISORS, LLC (TWIN FALLS ID)
ID
03/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TWIN FALLS ID)
MO
11/19/2002 - 09/10/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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