Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nelson is a financial professional with over 23 years of experience in the financial services industry. He is currently registered with The Leaders Group, Inc. in Littleton, Colorado. David specializes in providing investment advice to individuals and families. His areas of expertise include investment planning, retirement planning, and estate planning.
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.
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.
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2
CO
02/24/2023 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NJ
07/17/2020 - 12/21/2021
SECURITIES AMERICA, INC. (CRANFORD NJ)
NJ
01/07/2016 - 07/17/2020
INVESTACORP, INC. (CRANFORD NJ)
NJ
05/22/2012 - 12/31/2015
NFP ADVISOR SERVICES, LLC (CRANFORD NJ)
CO
03/22/2010 - 03/07/2012
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
01/09/2009 - 03/03/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NJ
06/14/1995 - 04/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
BC
Issued 06/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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