Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoff? Claim Your ProfileGeoff L. Nelson is a financial advisor at Mercer Global Advisors Inc., a firm with over 440 investment advisor representatives and $45.35 billion in regulatory assets under management. Geoff has over 20 years of experience in the financial services industry. Geoff is a Certified Financial Planner and has a strong focus on providing financial planning, pension consulting, and trust services. Geoff is also licensed in Texas and is a registered representative with the Series 66, 63, 7, 10, and 9 exams.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
06/12/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
NY
05/17/2023 - 03/08/2024
CIBC WORLD MARKETS CORP. (NEW YORK NY)
TX
01/01/2008 - 02/15/2018
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
UT
08/24/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
UT
06/02/2004 - 08/24/2006
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 07/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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