Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Patrick Cooney is a financial advisor at U.S. Bancorp Investments, Inc. in San Francisco, California. Nelson has been in the financial services industry since 2001. Nelson has a Series 7, Series 63, and Series 66 license. Nelson has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Nelson specializes in financial planning, portfolio management, and publication of periodicals. Prior to joining U.S. Bancorp Investments, Inc., Nelson worked at UNIONBANC INVESTMENT SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/02/2023 - Present
U.s. Bancorp Investments, Inc. (San Francisco CA)
CA
09/24/2019 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
10/23/2009 - 07/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
05/07/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
NY
06/19/2001 - 05/12/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 01/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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