Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Secretario is an investment advisor representative with Redwood Private Wealth. He has been in the financial services industry for over 40 years and has held several positions at various firms, including USALLIANZ SECURITIES, INC., WORLD GROUP SECURITIES, INC., and MANEQUITY, INC. Nelson specializes in providing financial planning, pension consulting, and educational seminars. He is also licensed to sell life, health, and fixed annuity products. Nelson is a Chartered Financial Consultant and holds Series 1, 63, and 26 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
01/01/2025 - Present
Redwood Private Wealth (PHOENIX AZ)
MN
07/14/2005 - 07/06/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
GA
05/13/2003 - 07/18/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
MN
06/09/1999 - 12/31/2001
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
01/24/1995 - 11/03/1998
MANEQUITY, INC. (BOSTON MA)
CA
09/08/1989 - 12/18/1993
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
04/10/1989 - 08/18/1989
SOARES FINANCIAL GROUP, INC.
NA
09/16/1986 - 12/31/1988
TITAN CAPITAL CORPORATION
NA
04/09/1984 - 09/10/1986
MANEQUITY, INC.
NA
05/09/1979 - 06/20/1983
WESCO SECURITIES, INC.
NA
05/01/1979 - 05/09/1979
USLIFE EQUITY SALES CORP.
NA
03/11/1974 - 05/01/1979
LINCOLN EQUITIES CORPORATION
NA
03/13/1972 - 02/24/1974
INDUSTRY SAVINGS PLANS, INC.
NA
02/03/1972 - 05/06/1972
TRANSAMERICA FUND SALES, INC.
BC
Issued 06/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/31/1972
Series 1 - Registered Representative Examination
Active
Inactive
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