Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Nelson is a financial advisor with over 30 years of experience in the financial services industry. Chris is currently registered with Newbridge Financial Services Group, Inc. and has previously worked with Questar Capital Corporation and Woodbury Financial Services, Inc. Chris holds several licenses and certifications including Series 6, Series 63, and Series 65. Chris has experience with various investment products and services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees
1
2
FL
07/16/2018 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
SD
05/03/2013 - 06/04/2018
QUESTAR CAPITAL CORPORATION (SIOUX FALLS SD)
SD
07/16/2008 - 05/09/2013
WOODBURY FINANCIAL SERVICES, INC. (SIOUX FALLS SD)
SD
05/14/2002 - 07/22/2008
WALNUT STREET SECURITIES, INC. (SIOUX FALLS SD)
NJ
06/08/1992 - 04/03/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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