Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Richard Haka is an investment advisor representative with Fisher Investments. Nelson has been in the financial industry for 11 years, and prior to joining Fisher Investments, he worked at Raymond James & Associates, Inc. Nelson is registered with the state of Illinois and Texas. Nelson specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
03/08/2022 - Present
Fisher Investments (LIBERTYVILLE IL)
IL
09/03/2015 - 01/12/2017
RAYMOND JAMES & ASSOCIATES, INC. (SCHAUMBURG IL)
BOTH
Issued 10/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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