Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Nelson is a Certified Financial Planner and Investment Adviser Representative registered with Bell Investment Advisors Inc., a firm based in Oakland, CA. Dana's main areas of specialization include financial planning, portfolio management for individuals and businesses, and career counseling. Dana has over 20 years of experience in the industry and holds a Series 65 license. Dana is also registered as an Investment Adviser Representative with Truetide Wealth, a firm based in Lafayette, CA.
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.
Career counseling
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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CA
01/01/2025 - Present
Bell Investment Advisors Inc. (OAKLAND CA)
IA
Issued 12/12/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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