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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Eric Nelson is a registered investment advisor representative with Avior Wealth Management, LLC, based in Omaha, Nebraska. Kent has been in the industry since 1984, and has a Series 7, 63, and 65 license. Kent has a strong background in financial planning, pension consulting, and portfolio management for individuals and businesses. Kent is a highly experienced advisor who can help you achieve your financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
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NE
01/09/2009 - Present
Avior Wealth Management, LLC (OMAHA NE)
NE
05/25/1984 - 01/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
IA
Issued 07/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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