Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael E. Nelson is a financial advisor who has been in the industry since 2004. Michael is currently registered with J.P. Morgan Securities LLC and holds Series 6, 7, 63, and 66 licenses. Michael's previous experience includes roles with E*TRADE Securities LLC, Fidelity Brokerage Services LLC, Woodbury Financial Services, Inc., Wells Fargo Clearing Services, LLC, Scottrade, Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Michael is also a registered Investment Advisor in Minnesota and Texas. Michael is a specialist in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MN
09/18/2024 - Present
J.p. Morgan Securities LLC (Chanhassen MN)
MN
11/01/2021 - 09/05/2023
E*TRADE SECURITIES LLC (BLOOMINGTON MN)
TX
05/31/2021 - 10/18/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MN
05/07/2019 - 04/09/2021
WOODBURY FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
08/08/2018 - 11/27/2018
WELLS FARGO CLEARING SERVICES, LLC (MOUND MN)
MN
12/16/2008 - 03/07/2018
SCOTTRADE, INC. (BLAINE MN)
MN
07/31/2002 - 06/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/31/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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