Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas Nelson is a financial advisor with Oppenheimer & Co. Inc., having joined the firm in March 2021. Prior to that, John was a financial advisor at Janney Montgomery Scott LLC for over 13 years. John has been working in the financial services industry since 2008 and is experienced in providing financial planning and portfolio management for individuals, businesses, and pooled investment vehicles. John is registered to provide investment advice in Maryland and New York.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
03/25/2021 - Present
Oppenheimer & Co. Inc. (BALTIMORE MD)
MD
06/26/2008 - 03/25/2021
JANNEY MONTGOMERY SCOTT LLC (BALTIMORE MD)
MD
04/16/2008 - 07/01/2008
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
BC
Issued 03/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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