Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Alfred Nelson is a registered Investment Advisor Representative with Vanderbilt Advisory Services. Chris has over 30 years of experience in the financial services industry. Prior to joining Vanderbilt Advisory Services, Chris was an advisor with Cantella & Co., Inc. Chris's experience includes providing financial planning, investment management, and portfolio management services to individuals, corporations, and charitable organizations. Chris is a graduate of the University of Pennsylvania and holds a Series 7, Series 24, Series 63, and Series 65 licenses. Chris is also a member of the Intercollegiate Tennis Association.
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.
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.
1
2
PA
09/23/2019 - Present
Vanderbilt Advisory Services (Yardley PA)
PA
11/28/2003 - 10/18/2019
CANTELLA & CO., INC. (YARDLEY PA)
NY
03/09/2002 - 12/16/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
10/07/1994 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
08/16/1991 - 10/17/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/21/1989 - 02/13/1990
MELLON FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NA
04/02/1986 - 09/23/1988
PENNMARK EQUITY GROUP, INC.
NA
08/16/1982 - 12/20/1984
INVESTORS SECURITY COMPANY, INC.
NA
01/31/1980 - 08/02/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
06/26/1979 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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