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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 Craig Nelson is an active financial advisor registered in multiple states. Nelson has been in the financial services industry since 1983 and has a strong track record of providing financial planning and investment management services to individuals and businesses. Nelson is currently associated with Osaic Wealth, Inc. and has previously worked at Woodbury Financial Services, Inc. and Aetna Life Insurance and Annuity Company. Nelson specializes in providing financial guidance and solutions for individuals, businesses, pensions, 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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MN
01/19/2024 - Present
Osaic Wealth, Inc. (ROSEVILLE MN)
MN
06/27/1983 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE MN)
CT
11/11/1987 - 05/06/1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 01/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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