Unclaimed
Jennifer Lee Nelson is a financial advisor based in Norfolk, Virginia. Jennifer has been in the industry since 2007 and has a background in both investment advisory and brokerage services. Jennifer is registered with the state of Virginia and is a registered representative of Dominion Capital Wealth 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.
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.
1
2
VA
06/24/2015 - Present
Dominion Capital Wealth Advisors (NORFOLK VA)
VA
05/10/2010 - 06/24/2015
PROSPERA FINANCIAL SERVICES, INC. (NORFOLK VA)
VA
08/03/2007 - 05/12/2010
MICG INVESTMENT MANAGEMENT, LLC (NORFOLK VA)
BOTH
Issued 08/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/29/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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