Unclaimed
Daniel Busch Nelson is a financial advisor with Gradient Securities, LLC and has been in the industry since November 2019. Daniel is a Series 63 and Series 6TO licensed advisor. Daniel works from the Gradient Securities office in Minneapolis, Minnesota.
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.
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.
Solicitor fees
1
2
MN
11/25/2019 - Present
Gradient Securities, LLC (Minneapolis MN)
BC
Issued 02/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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