Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Negron is a financial advisor with Oneascent Financial Services LLC. Nelson has been in the industry since 2011 and has experience with firms like Morgan Stanley, LPL Financial, LLC and Purshe Kaplan Sterling Investments. Nelson has a Series 66, Series 7 and Series 99TO securities licenses. Nelson holds a state exam from Alabama and product exams from Texas.
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
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
AL
05/16/2022 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
TX
05/16/2022 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
TX
01/04/2019 - 07/01/2022
LPL FINANCIAL LLC (HOUSTON TX)
TX
02/20/2015 - 01/10/2019
MORGAN STANLEY (HOUSTON TX)
TX
05/14/2011 - 02/25/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GALVESTON TX)
BOTH
Issued 06/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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