Unclaimed
John Aloysius Nelke is a financial advisor with over 30 years of experience. John has been associated with Raymond James Financial Services Advisors, Inc. since 2009. John has previously worked at Robert Thomas Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. John holds FINRA Series 7, 24, 63, and 65 licenses, and is registered to provide investment advice in multiple states. John is a well-rounded advisor with experience in a variety of financial 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MO
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ST. LOUIS MO)
FL
10/07/1992 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
07/23/1992 - 08/21/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/23/1992 - 08/21/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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