Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mei-lyn? Claim Your ProfileMei-lyn Nelson is a financial professional with over 30 years of experience in the financial services industry. Mei-lyn is a Registered Representative and Investment Advisor Representative. Mei-lyn is currently registered with Next Financial Group, Inc., based in Brookfield, WI. Mei-lyn has previously held positions with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., WFG SECURITIES CORPORATION, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Mei-lyn is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Mei-lyn specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Mei-lyn has a strong commitment to providing her clients with personalized service and sound financial advice.
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.
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.
Seminar/workshop attendance fees
1
2
WI
05/19/2009 - Present
Next Financial Group, Inc. (BROOKFIELD WI)
WI
10/31/2005 - 05/26/2009
SAGEPOINT FINANCIAL, INC. (BROOKFIELD WI)
AZ
11/14/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WI
02/16/1995 - 11/15/1995
WFG SECURITIES CORPORATION (MIDDLETON WI)
MA
10/23/1986 - 02/14/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/01/1985 - 02/14/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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