Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Lutz is an investment advisor representative with Kestra Private Wealth Services, LLC, based in Austin, Texas. Nelson has over 17 years of experience in the financial services industry. Nelson is registered in Georgia, Illinois, South Carolina, and Virginia. Nelson has a Series 7, Series 26, and Series 66 license and holds the SIE designation. Nelson specializes in financial planning, portfolio management, and pension consulting.
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.
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.
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2
TX
07/06/2022 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
VA
12/14/2007 - 07/05/2022
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
03/14/2005 - 11/29/2007
AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)
MN
03/14/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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