Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Clifford Baxley is a financial advisor with Integrity Advisory Solutions. Nelson has been working in the financial industry since 2012. Nelson is registered to provide investment advisory services in California. Nelson is also a licensed loan originator, assisting clients in securing mortgage financing.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
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CA
02/15/2024 - Present
Integrity Advisory Solutions (El Centro CA)
CA
05/17/2013 - 05/16/2023
PFS INVESTMENTS INC. (CHULA VISTA CA)
IA
Issued 11/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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