Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Paul Nelson is a financial advisor in Ishpeming, MI, with over 23 years of experience in the financial services industry. Gary is currently registered with Cetera Investment Advisers LLC. Previously, Gary has held positions at VOYA FINANCIAL ADVISORS, INC. and SIGMA FINANCIAL CORPORATION. Gary holds Series 7, Series 63, Series 65 and SIE licenses and is a member of the Rotary Club of Ishpeming and the Community Foundation of Marquette County.
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.
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2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (Ishpeming MI)
MI
08/06/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Ishpeming MI)
MI
05/27/1999 - 08/03/2018
SIGMA FINANCIAL CORPORATION (ISHPEMING MI)
IA
Issued 11/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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