Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nelson is a financial advisor at Morgan Stanley, with over 20 years of experience in the industry. Michael specializes in providing financial advice to individuals, families, and businesses. Michael has a strong track record of helping clients achieve their financial goals. Michael is committed to providing personalized service and working closely with clients to understand their needs. Michael holds a Series 7, Series 6, and Series 63 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
01/26/2023 - Present
Morgan Stanley (Sandy UT)
UT
06/05/2021 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
CO
07/14/1999 - 06/27/2006
JANUS DISTRIBUTORS LLC (DENVER CO)
BC
Issued 06/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1999
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
Not sure Michael Nelson is the right advisor for you? Invested Better is here to help.
