Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nels? Claim Your ProfileNels Clifford Nelson is a financial advisor with over 20 years of experience in the financial services industry. Nels is currently registered with Commonwealth Financial Network, a registered investment advisor (RIA). Nels is a Series 6, 7, 63 and 65 licensed professional and holds a Series SIE license. Prior to joining Commonwealth Financial Network, Nels worked for Lincoln Financial Securities Corporation and MML Investors Services, LLC.
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.
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.
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NY
03/18/2024 - Present
Commonwealth Financial Network (Lancaster NY)
NY
09/20/2021 - 03/21/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (LANCASTER NY)
NY
11/18/2003 - 09/21/2021
MML INVESTORS SERVICES, LLC (AMHERST NY)
IN
07/28/2003 - 11/19/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/28/2003 - 11/19/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
07/14/2000 - 06/21/2001
CCM SECURITIES, INC. (JENKINTOWN PA)
IA
Issued 07/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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