Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carl Nelson is a financial advisor with over 20 years of experience in the industry. John Carl has been registered with Raymond James Financial Services Advisors, Inc. since August 2021. John Carl's previous experience includes positions at Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Questar Capital Corporation and Krieger Financial Services, Inc. John Carl is a registered representative of Raymond James Financial Services Advisors, Inc. and an investment advisor representative of Raymond James Financial Services, Inc. John Carl is licensed to provide financial and investment advice in the state of Florida. John Carl's specializations include retirement planning, investment management, insurance, estate planning and college savings.
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
FL
08/06/2021 - Present
Raymond James Financial Services Advisors, Inc. (Palm Beach Gardens FL)
FL
10/05/2009 - 10/03/2019
AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
10/01/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (PALM BEACH GARDENS FL)
MN
02/12/2001 - 08/29/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
FL
11/06/2000 - 01/24/2001
KRIEGER FINANCIAL SERVICES, INC. (DELRAY BEACH FL)
IA
Issued 10/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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