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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jay Nelson is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial industry since 1992 and has a wide range of experience in providing financial advice. David is a registered investment advisor in Texas and Utah, and he is also licensed to sell securities in 46 states. David has a strong commitment to providing personalized service and helping clients reach their financial goals. In addition to his work with Cetera Investment Advisers LLC, David also owns and operates Nelson Financial Group, LLC, and NFG Brokerage. David is a member of the Tax Planning Association and has a passion for helping clients plan for their financial future.
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.
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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2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDVALE UT)
UT
12/23/1992 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIDVALE UT)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1998
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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