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 13 years of experience in the industry. David is currently a registered representative with Charles Schwab & CO., Inc. and holds a Series 7, Series 24, and Series 63 license. David has previously worked for TD Ameritrade, Inc. David focuses on providing clients with financial planning, portfolio management, and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NE
01/17/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
01/08/2010 - 01/17/2022
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 01/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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