Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Nelson is a financial advisor with William Blair. Michael has been in the industry since 2008 and has a wide range of experience, having previously worked at FTP Securities LLC, SunTrust Robinson Humphrey, Inc., and Piper Jaffray & Co. Michael is licensed in Colorado and Illinois. Michael holds the Series 6, 7, 63 and 79 securities licenses, as well as the SIE exam. Michael specializes in providing financial planning, equity research services, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Equity research services
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
CO
09/02/2021 - Present
William Blair (DENVER CO)
CA
08/17/2018 - 08/25/2021
FTP SECURITIES LLC (SAN FRANCISCO CA)
GA
06/03/2011 - 05/15/2018
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
MN
01/12/2005 - 05/22/2007
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
GA
10/20/1998 - 11/29/1999
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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