Unclaimed
Nelson Antunes Pereira is a financial advisor with over 14 years of experience in the industry. Nelson is currently registered with MGI Funds Distributors, LLC and has been with the firm since December 2021. Previously, Nelson worked at AON SECURITIES LLC and COMMONFUND SECURITIES, INC. Nelson holds the Series 7, Series 63, and SIE licenses. Nelson is registered in 52 states and the District of Columbia.
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.
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.
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2
CT
12/22/2021 - Present
MGI Funds Distributors, LLC (Norwalk CT)
IL
08/17/2018 - 09/24/2021
AON SECURITIES LLC (CHICAGO IL)
CT
11/10/2006 - 05/22/2017
COMMONFUND SECURITIES, INC. (WILTON CT)
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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