Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denver? Claim Your ProfileDenver Lee Nelson is a financial advisor with over 20 years of experience in the financial services industry. Denver is currently registered with SPC, and has previously held positions with ING Financial Partners, Inc., Cambridge Investment Research, Inc., VeraVest Investments, Inc., and H.D. Vest Investment Securities, Inc. Denver is a Certified Public Accountant and offers a range of financial services including tax preparation, tax research, and tax planning, in addition to fixed insurance sales. Denver is committed to helping clients achieve their financial goals through personalized financial planning and investment management.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
OH
08/04/2009 - Present
SPC (PORTSMOUTH OH)
OH
10/22/2007 - 07/31/2009
ING FINANCIAL PARTNERS, INC. (PORTSMOUTH OH)
OH
02/18/2003 - 11/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTSMOUTH OH)
MA
09/20/2001 - 02/25/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
TX
11/26/1997 - 08/30/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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