Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Nelson is a financial advisor at Raymond James Financial Services Advisors, Inc. based in SAINT PETERSBURG, FL. Dallas is a registered representative with FINRA and has been in the financial services industry for over a year. Dallas has passed the Series 63, Series 65, Series 7, and SIE exams. Dallas has been registered in multiple states as an Investment Advisor Representative and Securities Agent.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
09/27/2022 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
BC
Issued 09/01/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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