Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Eddy Portobanco is a financial advisor at Morgan Stanley. Nelson has been in the financial services industry since 2008. Nelson is registered to provide investment advice in Florida and Texas. Nelson has experience with a variety of investment products and services. Nelson is also licensed to provide investment advice to a range of clients, including individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (Miami FL)
FL
04/16/2014 - 04/08/2016
GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)
FL
07/25/2013 - 04/28/2014
MORGAN STANLEY (MIAMI FL)
FL
11/21/2012 - 07/22/2013
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
FL
10/07/2009 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
FL
07/22/2008 - 10/07/2009
COLONIAL BROKERAGE, INC. (MIAMI FL)
IA
Issued 10/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 3 - National Commodity Futures Examination
BC
Issued 06/28/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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