Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J Nelson is a financial professional with over 15 years of experience in the financial services industry. Daniel has held various positions at several firms, including Citigroup Global Markets Inc., LPL Financial LLC, and Capital One Investing, LLC. Currently, Daniel is registered with Park Avenue Securities LLC in New York and Texas and offers financial planning, portfolio management for individuals, and educational seminars. Daniel has a strong track record of providing personalized financial advice to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
09/16/2024 - Present
Park Avenue Securities LLC (AUSTIN TX)
NY
08/22/2017 - 03/13/2023
CITIGROUP GLOBAL MARKETS INC. (Woodside NY)
NY
08/01/2016 - 06/05/2017
LPL FINANCIAL LLC (ROCKVILLE CENTRE NY)
NY
01/02/2015 - 08/02/2016
CAPITAL ONE INVESTING, LLC (KEW GARDENS NY)
NY
10/17/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (BELLEROSE NY)
NJ
08/27/2013 - 09/05/2014
AMERIPRISE FINANCIAL SERVICES, INC. (RIVERDALE NJ)
NJ
08/21/2013 - 08/21/2013
OPPENHEIMER & CO. INC. (SADDLE BROOK NJ)
NJ
03/11/2011 - 08/20/2013
EDWARD JONES (POMPTON LAKES NJ)
NY
04/01/2010 - 03/21/2011
MORGAN STANLEY SMITH BARNEY (PEARL RIVER NY)
NY
11/09/2009 - 11/12/2009
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
CA
05/13/2008 - 08/07/2009
WELLS FARGO INVESTMENTS, LLC (SANTA MONICA CA)
BOTH
Issued 06/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Nelson is the right advisor for you? Invested Better is here to help.
