Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Nelson is a financial advisor with over 20 years of experience in the industry. Joel has held registrations with several firms, including Securities America, Inc., VALIC Financial Advisors, Inc., and The Variable Annuity Marketing Company. Joel currently works with Osaic Wealth, Inc. and is registered to provide investment advice in 20 states. Joel has earned the Series 6, 7, 24, 63, and 65 licenses, along with the SIE exam. Joel is also a Certified Financial Planner. In addition to providing investment advice, Joel also provides insurance services through Nelson Financial, LLC. Joel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
CO
06/14/2024 - Present
Osaic Wealth, Inc. (STERLING CO)
CO
05/03/2010 - 06/14/2024
SECURITIES AMERICA, INC. (STERLING CO)
CO
02/28/2000 - 05/05/2010
VALIC FINANCIAL ADVISORS, INC. (STERLING CO)
TX
02/28/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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