Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Potter Ball is a financial advisor with Commonwealth Financial Network. Nelson has been in the industry since 1968 and holds both Series 63 and Series 7TO licenses. Nelson is also a Chartered Financial Consultant. Nelson has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
05/09/2016 - Present
Commonwealth Financial Network (WALTHAM MA)
NA
01/14/1977 - 07/26/1989
PROVIDENT MARKETING CORPORATION
NA
05/17/1968 - 08/16/1988
MONARCH SECURITIES, INC.
NA
06/10/1971 - 01/24/1985
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
NA
07/30/1973 - 01/14/1977
PROVIDENT NATIONAL EQUITIES, INC.
BC
Issued 11/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Nelson Ball is the right advisor for you? Invested Better is here to help.
