Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Leonard Nelson is a financial professional with over 10 years of experience in the financial services industry. Paul is a Certified Financial Planner™ and is registered with Cetera Investment Advisers LLC. Paul has experience working with individuals, families, businesses, and charitable organizations. Paul is committed to providing personalized financial advice and services to help clients achieve their financial goals. Paul is also a registered representative with Cetera Investment Advisers LLC. Paul is committed to providing clients with a high level of personalized service and support.
Gig Harbor, WA
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.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (Gig Harbor WA)
WA
01/04/2013 - 12/19/2022
LPL FINANCIAL LLC (PORT ORCHARD WA)
WA
04/25/2012 - 12/21/2012
WOODBURY FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 6/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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