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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Phillip Nelson is a financial advisor at Mariner Wealth with over 18 years of experience in the industry. Paul is a Certified Financial Planner™ professional and holds Series 7, 24, 63, and 65 licenses. Paul provides financial planning, portfolio management, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Paul has been registered with the state of California since 2004 and has been registered with the state of Arizona, Colorado, Idaho, Nevada, Oregon, Texas, Utah, and Virginia. He is also registered with the state of Hawaii. Paul is a registered representative of MSEC, LLC and is also the President, Secretary, and Chief Financial Officer of Viewpoint Financial Advisors, Inc.
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.
Family office 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
CA
02/11/2022 - Present
Mariner Wealth (Woodland Hills CA)
CA
08/12/2014 - 12/31/2021
COMMONWEALTH FINANCIAL NETWORK (Woodland Hills CA)
CA
08/15/2008 - 08/18/2014
FINANCIAL TELESIS INC (GRANADA HILLS CA)
CA
12/08/2004 - 08/15/2008
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
IA
Issued 07/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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