Unclaimed
Nelson Page Brown is a financial advisor with Edelman Financial Engines. Nelson has been in the financial industry since 1999 and is registered as an Investment Advisor Representative in Louisiana and Texas. Nelson has a broad range of experience, including working for Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc. Nelson is committed to providing clients with personalized financial advice and guidance.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
LA
11/30/2016 - Present
Edelman Financial Engines (BATON ROUGE LA)
TX
06/15/2000 - 11/23/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
10/06/1999 - 05/16/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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