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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Nelson is an investment advisor representative with Cetera Investment Advisers LLC. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey has held registrations with several other firms in the past, including Locust Street Securities, Inc., VSR Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jeffrey holds a Series 7, Series 63, and SIE license. Jeffrey is registered in several states, including Iowa, Minnesota, Arizona, Arkansas, Colorado, Mississippi, Nebraska, and South Carolina. Jeffrey specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (LAKE CITY IA)
IA
12/22/1999 - 03/27/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
KS
02/04/1994 - 12/20/1999
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
06/24/1991 - 01/12/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/24/1991 - 01/12/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 4/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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