Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Martins is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the industry since June 2000. Nelson is registered in 27 states and 3 jurisdictions for investment advisory services. He has a wide range of experience and expertise, and is able to offer a variety of services to individuals, businesses, and institutions. Nelson specializes in providing investment advice and portfolio management services to clients of all types. He also offers financial planning services.
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.
Investment consulting services to institutional clients
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
NY
07/30/2015 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
05/29/2007 - 01/27/2010
CITIGROUP GLOBAL MARKETS INC. (FARMINGDALE NY)
NY
12/12/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (FARMINGDALE NY)
NY
01/03/2005 - 11/23/2005
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
NY
07/28/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
NY
10/23/2002 - 07/28/2004
MAXIM GROUP LLC (NEW YORK NY)
NY
07/10/2000 - 10/23/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
05/23/2000 - 07/13/2000
SHARPE CAPITAL, INC. (NEW YORK NY)
IA
Issued 10/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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