Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelisha? Claim Your ProfileNelisha Paige Firestone is a financial advisor with LPL Financial LLC. Nelisha has been in the financial services industry since 2004. Nelisha is registered in 20 states to provide investment advisory services, including: Arizona, Arkansas, California, Colorado, Florida, Kansas, Kentucky, Massachusetts, Missouri, Nevada, New Mexico, Oregon, South Dakota, Tennessee, Texas, Washington, Wisconsin and Wyoming. Nelisha is also licensed to offer securities in Colorado and Texas. Nelisha is a Series 7, 31 and 66 license holder, and has earned the Series 63 license. Prior to joining LPL Financial LLC in 2007, Nelisha worked at EDWARD JONES. Nelisha holds a Series 63 and Series 66 registration with FINRA. Nelisha's specializations include retirement planning, college savings, investment management, insurance and estate planning. In addition to her work with LPL Financial LLC, Nelisha is also involved in real estate rental.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
03/15/2010 - Present
LPL Financial LLC (LITTLETON CO)
CO
04/06/2004 - 06/11/2007
EDWARD JONES (DENVER CO)
BOTH
Issued 05/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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