Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jens Nielsen is a financial advisor registered with LPL Financial LLC. David Jens Nielsen is also registered as an investment advisor representative in Minnesota. David Jens Nielsen has been in the financial industry for over 10 years. David Jens Nielsen has passed the Series 66, Series 7, and SIE exams. David Jens Nielsen is registered to conduct business in 17 states. David Jens Nielsen has specialized in the following: Individual Retirement Plans (IRAs), Annuities, Life Insurance, Mutual Funds, and Variable Annuities. David Jens Nielsen is also associated with Frandsen Investment Services which is a DBA for LPL business. David Jens Nielsen has experience at Edward Jones and ClearStar, Inc..
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
08/10/2020 - Present
LPL Financial LLC (NEW ULM MN)
MN
03/09/2018 - 08/10/2020
EDWARD JONES (NEW PRAGUE MN)
BOTH
Issued 04/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Nielsen is the right advisor for you? Invested Better is here to help.
