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 registered investment advisor representative with MML Investors Services, LLC based in Omaha, Nebraska. David has been working in the securities industry since June 2, 2013, and previously worked at U.S. BANCORP INVESTMENTS, INC. in Omaha, Nebraska. David holds the Series 6, 7, 63, and 66 securities licenses and holds active registrations in Iowa and Nebraska for both Broker Dealer and Investment Advisor. David currently works with high net worth individuals, individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NE
08/13/2024 - Present
MML Investors Services, LLC (Omaha NE)
NE
08/06/2008 - 08/06/2019
U.S. BANCORP INVESTMENTS, INC. (OMAHA NE)
BOTH
Issued 06/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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