Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kurtis Nelson is a financial advisor who has been in the industry since 2013. He is currently registered with Fidelity Brokerage Services LLC, a firm with a national scope. Chad has a Series 7, Series 63, and SIE license. He also holds active registrations in 53 states. His primary office is located in Salt Lake City, UT.
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.
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.
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UT
02/26/2021 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
11/22/2011 - 07/16/2019
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 10/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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