Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Ray Nelson is a financial professional with over 10 years of experience in the industry. Gene is currently registered with LPL Financial LLC and is a Series 24, Series 99TO, Series 7 and SIE licensed professional. Gene has been actively involved in the industry since 2012 and has a strong background in securities and investment advisory services. Gene specializes in a wide range of financial services including portfolio management, financial planning and consulting. Gene has a deep understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/16/2012 - Present
LPL Financial LLC (SAN DIEGO CA)
BC
Issued 11/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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