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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 27 years of experience in the financial services industry. Chris has a broad range of experience in both the broker-dealer and investment advisor world, having worked with both Sagepoint Financial, Inc. and Spectrum Capital, Inc., before joining Osaic Wealth, Inc. Chris has a strong understanding of the financial markets and is committed to providing personalized financial planning and investment management services to individuals, families, and businesses. Chris has a strong understanding of the financial markets and is committed to providing personalized financial planning and investment management services to individuals, families, and businesses. Chris holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Chris also holds the Certified Financial Planner designation. Chris's commitment to continuing education and professional development ensures Chris stays current with the latest trends and regulations in the financial services industry.
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
NE
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSBLUFF NE)
NE
07/05/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSBLUFF NE)
NE
01/16/1996 - 07/05/2011
SPECTRUM CAPITAL, INC. (SCOTTSBLUFF NE)
IA
Issued 02/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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