Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Anthony Nelson is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Ian has been in the industry for over 10 years. He is licensed to provide securities and investment advisory services in multiple states, including Colorado, Texas, and Arizona. He also holds multiple professional designations. His firm has been in business for over 100 years and has a large client base of individuals, corporations, and institutions. Ian specializes in providing investment consulting services, financial planning, portfolio management, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
CO
05/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LOVELAND CO)
CO
06/29/2023 - 05/23/2024
LPL FINANCIAL LLC (LOVELAND CO)
CO
10/08/2021 - 07/06/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Windsor CO)
BOTH
Issued 12/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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