Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Nelson is a Certified Financial Planner with over 6 years of experience in the financial services industry. Jay is currently registered with Avior Wealth Management, LLC in Omaha, Nebraska. Jay holds a Series 66 license and is registered to offer advisory services in Iowa and Nebraska. Jay has a broad range of experience including work with ConAgra Foods and Nelson Van Denburg & Campbell Wealth Management Group, LLC. Jay is dedicated to providing clients with personalized financial planning and investment management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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NE
01/25/2021 - Present
Avior Wealth Management, LLC (OMAHA NE)
Active
Inactive
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