Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Clayton Nelson is a financial advisor with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Michael has been in the financial services industry since December 15, 2005. Michael holds Series 66, Series 7, and SIE licenses. Michael is also a Certified Financial Planner. Michael's previous experience includes roles at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Cetera Investment Advisers LLC provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans.
NORTH TUSTIN, CA
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.
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2
CA
01/25/2013 - Present
Cetera Investment Advisers LLC (NORTH TUSTIN CA)
CA
01/03/2011 - 02/07/2013
WELLS FARGO ADVISORS, LLC (ANAHEIM CA)
CA
12/16/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (COSTA MESA CA)
BOTH
Issued 1/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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