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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Harold Nelson is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Portland, Oregon. John has over 30 years of experience in the financial services industry. John's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting. John holds the Series 7, Series 63, and Series 65 licenses and the SIE certification. John has also worked for other firms including RBC DAIN RAUSCHER INC., SUTRO & CO. INCORPORATED, FIRST UNION SECURITIES, INC., BLACK & COMPANY, INC. and MID-STATE SECURITIES CORP. John is a registered investment advisor in Oregon and Washington.
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
OR
07/20/2015 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND OR)
NY
03/09/2002 - 01/09/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CA
10/08/1999 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MO
03/17/1993 - 11/03/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
OR
10/16/1991 - 03/24/1993
BLACK & COMPANY, INC. (PORTLAND OR)
NJ
09/24/1985 - 10/22/1991
MID-STATE SECURITIES CORP. (RED BANK NJ)
IA
Issued 01/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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