Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Jeremy Nielsen is an active investment advisor representative and registered representative licensed with Transamerica Retirement Advisors, LLC. Jon Jeremy Nielsen has been in the financial industry since 2001 and has worked for several firms, including Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. before joining Transamerica Retirement Advisors, LLC. Jon Jeremy Nielsen holds a Series 7, Series 63, and Series 65 licenses and specializes in retirement planning, education savings plans, and investment strategies for both individuals and businesses. Jon Jeremy Nielsen is registered with the state of Utah and is active in over 50 states across the country.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
UT
07/29/2014 - Present
Transamerica Retirement Advisors, LLC (Wood Cross UT)
UT
01/01/2008 - 03/11/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
05/30/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
04/18/2001 - 05/30/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 07/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Nielsen is the right advisor for you? Invested Better is here to help.
