Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Willard is a financial professional with over 10 years of experience in the industry. Nelson is a registered representative with Commonwealth Financial Network and holds several licenses including Series 7, Series 24, Series 52, and Series 53. Prior to joining Commonwealth Financial Network, Nelson was with Independent Financial Group, LLC. Nelson has a proven track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. Nelson specializes in a variety of financial areas including retirement planning, college savings, estate planning, and insurance.
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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2
MA
09/06/2016 - Present
Commonwealth Financial Network (WALTHAM MA)
CA
07/06/2013 - 05/23/2016
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
BC
Issued 01/11/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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