Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Merwitzer is a registered representative with On Investment Management Co. located in Los Angeles, California. Nelson has been in the industry since 1979. Nelson has obtained numerous certifications and licenses including Series 6, 7, 22, 63 and SIE. Nelson is also a Chartered Financial Consultant. Nelson has experience with Equity Services, Inc. and Associated Planners Securities Corporation. In addition to being an advisor, Nelson also owns a separate business Merwitzer Insurance Solutions. Nelson is registered in California, Florida and Pennsylvania.
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.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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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2
CA
10/31/2023 - Present
ON Investment Management Co. (Los Angeles CA)
CA
01/05/1988 - 12/31/2011
EQUITY SERVICES, INC. (PACIFIC PALISADES CA)
MA
11/02/1984 - 01/16/1988
ASSOCIATED PLANNERS SECURITIES CORPORATION (BOSTON MA)
NA
05/21/1979 - 04/25/1984
TITAN CAPITAL CORPORATION
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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