Unclaimed
Molly Nelson is a financial advisor in Missoula, MT with over 15 years of experience in the financial services industry. Molly is registered as an Investment Advisor Representative in Montana and has previously held positions with LPL Financial, Cetera Investment Services, ProEquities, and Avantax Investment Services. Molly is a Certified Financial Planner and holds Series 6, 7, and 66 licenses. Molly specializes in providing financial planning, investment management, and family office services to individuals and families. Currently, Molly is a financial advisor at Mariner Wealth.
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.
Family office 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
MT
01/18/2024 - Present
Mariner Wealth (Missoula MT)
MT
09/30/2020 - 01/19/2024
AVANTAX INVESTMENT SERVICES, INC. (Missoula MT)
MT
03/08/2019 - 09/30/2020
PROEQUITIES, INC. (MISSOULA MT)
MT
11/29/2016 - 03/12/2019
LPL FINANCIAL LLC (MISSOULA MT)
MT
10/28/2010 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (MISSOULA MT)
MT
12/21/2006 - 10/27/2010
PRUCO SECURITIES, LLC. (MISSOULA MT)
BOTH
Issued 11/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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