Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harley? Claim Your ProfileHarley Nelson is a financial advisor with United Planners' Financial Services Of America A Limited Partner, with over 5 years of experience in the financial services industry. Harley has a strong background in client relations and is passionate about helping clients achieve their financial goals. Harley is committed to providing personalized advice and guidance to help clients make informed decisions about their financial future. Harley has earned the Series 7TO, SIE and Series 66 licenses, and has experience working with individuals, corporations, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IA
07/05/2024 - Present
United Planners' Financial Services OF America A Limited Partner (INDEPENDENCE IA)
IA
08/28/2023 - 12/05/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (INDEPENDENCE IA)
BOTH
Issued 07/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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