Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Nelson is a financial professional with over 20 years of experience in the financial services industry. Edward has a broad range of experience, having worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc. and Old Mutual Investment Partners. Edward currently is registered with Oneamerica Securities, Inc. and provides financial planning, pension consulting and portfolio management services to individuals and businesses.
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.
1
2
FL
09/14/2022 - Present
Oneamerica Securities, Inc. (CANTONMENT FL)
NY
06/03/2013 - 10/21/2013
U.S. FINANCIAL INVESTMENTS, INC. (NEW YORK NY)
NY
11/09/2009 - 11/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
01/05/2007 - 07/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MA
01/01/2005 - 06/23/2006
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
NY
02/09/1990 - 09/13/1996
SALOMON BROTHERS INC. (NEW YORK NY)
NJ
12/02/1988 - 10/02/1989
F.D. ROBERTS SECURITIES, INC. (PARAMUS NJ)
BOTH
Issued 08/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2010
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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