Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Nelson has been working in the financial services industry since February 1983. Richard is a registered representative of Centaurus Financial, Inc. and currently holds licenses in California, Washington, and several other states. Richard is also the president of Nelson Pension & Insurance, Inc. Richard is committed to providing personalized financial advice and wealth management services to individuals, families, and businesses. Richard has a broad range of experience in financial planning, investment management, and insurance. Richard is passionate about helping his clients achieve their financial goals.
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
CA
03/05/2019 - Present
Centaurus Financial, Inc. (SAN DIEGO CA)
CA
06/17/2011 - 11/14/2012
QUESTAR CAPITAL CORPORATION (SAN DIEGO CA)
CA
02/19/1999 - 06/17/2011
WORKMAN SECURITIES CORPORATION (SAN DIEGO CA)
MA
10/22/1993 - 02/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/22/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
02/14/1983 - 10/22/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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