Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Morales is a financial advisor who has been in the industry since 2016. Nelson is currently registered with The Huntington Investment Co. in Mentor, Ohio and is actively working with clients there. Nelson previously worked at J.P. Morgan Securities LLC in Lorain, Ohio. Nelson has passed the Securities Industry Essentials Examination (SIE), Series 6, and Series 63 exams. Nelson's areas of specialization include portfolio management for individuals and businesses, as well as 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/26/2023 - Present
THE Huntington Investment Co. (MENTOR OH)
OH
09/26/2022 - 01/03/2023
J.P. MORGAN SECURITIES LLC (LORAIN OH)
OH
06/30/2014 - 11/20/2020
J.P. MORGAN SECURITIES LLC (LORAIN OH)
BC
Issued 10/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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