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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Dort is a financial advisor with Kingswood Wealth Advisors, LLC. Nelson Dort has been in the industry since June 2007. Nelson Dort holds a Series 65 license and is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative. Nelson Dort currently serves clients in Alabama, Arkansas, California, Colorado, Florida, Idaho, Maryland, Mississippi, New York, Pennsylvania, South Carolina, South Dakota and Texas.
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.
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.
Hourly consulting
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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FL
03/25/2022 - Present
Kingswood Wealth Advisors, LLC (Clearwater FL)
IA
Issued 03/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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