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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Edward Nelson is an Investment Advisor Representative at IEQ Capital, LLC. Christian has been working in the financial services industry since 1999 and is registered with the state of California as an Investment Advisor. He holds Series 6, 7, 31, 63, 65 and SIE licenses. Christian has experience working for Fidelity Brokerage Services LLC, Zacks & Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Republic Securities Company, LLC and First Republic Investment Management, Inc. before joining IEQ Capital, LLC. Christian specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
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
CA
12/11/2020 - Present
IEQ Capital, LLC (FOSTER CITY CA)
CA
04/29/2015 - 06/04/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
WA
06/15/2011 - 03/09/2015
FIDELITY BROKERAGE SERVICES LLC (SEATTLE WA)
IL
06/05/2009 - 03/01/2011
ZACKS & COMPANY (CHICAGO IL)
NY
04/09/1999 - 11/07/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/23/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
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