Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Weine is an investment advisor representative associated with Ameriprise Financial Services, LLC. Nelson has over 28 years of experience in the securities industry. Nelson has been with Ameriprise since 2022 and previously worked for Woodbury Financial Services, Inc. and Questar Capital Corporation. Nelson has a Series 6, 7, 22, 63, 65 and SIE license. Nelson also has an active state registration in Wisconsin and Texas. Nelson specializes in retirement planning, investment planning, and financial planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
WI
10/07/2022 - Present
Ameriprise Financial Services, LLC (Brookfield WI)
WI
03/01/2019 - 10/12/2022
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
WI
11/01/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (BROOKFIELD WI)
WI
05/05/2000 - 11/06/2013
LANDAAS & COMPANY (MILWAUKEE WI)
WI
01/30/1996 - 03/23/2000
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
GA
02/02/1995 - 12/12/1995
WMA SECURITIES, INC. (DULUTH GA)
NA
03/12/1984 - 04/18/1985
SAMUEL E. STERN INVESTMENTS,LTD.
NA
12/27/1983 - 03/12/1984
D.B.G. EQUITIES CORPORATION
IA
Issued 12/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 02/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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