Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Stiles is an investment advisor representative with Planmember Securities Corp. Nelson has been working in the financial industry since 2011 and holds both Series 6 and Series 63 licenses. Nelson has been registered with Planmember Securities Corp since 2020. Nelson is a Registered Investment Advisor with the state of Florida. Nelson provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Nelson is also a Real Estate Broker and Realtor with Sand Dollar Realty Group.
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.
Provides investment supervisory services
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.
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2
FL
05/26/2020 - Present
Planmember Securities Corp. (OVIEDO FL)
FL
05/23/2011 - 07/22/2011
PLANMEMBER SECURITIES CORPORATION (WINTER SPRINGS FL)
IA
Issued 05/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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