Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Kobata is a financial advisor with over 28 years of experience in the financial services industry. Nelson Kobata is a Certified Financial Planner and is registered with LPL Financial LLC, Kobata Financial and several states. Nelson Kobata has worked with clients ranging from individuals and families to corporations and institutions. Nelson Kobata provides financial planning, portfolio management, and retirement planning services. Nelson Kobata is also a licensed insurance agent and offers a range of insurance products.
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.
Consulting and other non-discretionary advisory services
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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CA
03/30/1998 - Present
LPL Financial LLC (ATASCADERO CA)
MN
11/15/1994 - 04/30/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/15/1994 - 04/30/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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