Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Eddie Newton is a financial advisor with USA Financial Securities LLC. Nelson has been in the financial industry for over 30 years. Nelson is registered to provide investment advice in Florida, Illinois, Michigan, Missouri, and New Jersey. Nelson is also registered as a broker-dealer in those states. Nelson specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Nelson is a Certified Financial Planner. Nelson is also the owner/agent of Retirement Shepard Financial in Lemont, Illinois. Nelson provides insurance and annuity solutions for clients.
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.
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
MI
11/22/2022 - Present
USA Financial Securities LLC (ADA MI)
IL
11/29/2019 - 11/21/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IL
05/29/2007 - 01/02/2018
CITIGROUP GLOBAL MARKETS INC. (OAK BROOK IL)
IL
04/26/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
IL
07/27/2005 - 04/28/2006
FIFTH THIRD SECURITIES, INC. (ROLLING MEADOWS IL)
NE
02/10/2004 - 07/29/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
RI
05/06/1993 - 10/29/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
04/10/1990 - 10/02/1992
UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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