Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Turner has been in the financial services industry since 1998. Nelson is currently registered with LPL Financial LLC as a Registered Representative in Maryland. Nelson has previously been registered with CUNA Brokerage Services, Inc., WMA Securities, Inc., and Essex National Securities, Inc. Nelson has a Series 6, 7, 63, and 66 and the SIE. Nelson's specializations include Retirement Planning, College Savings, Insurance, and Estate 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.
Consulting and other non-discretionary advisory 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
MD
01/01/2025 - Present
LPL Financial LLC (LUTHERVILLE MD)
MD
05/02/2001 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (KENSINGTON MD)
GA
08/30/2000 - 04/05/2001
WMA SECURITIES, INC. (DULUTH GA)
CA
04/30/1998 - 07/10/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 12/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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