Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nelson is a financial advisor with over 14 years of experience in the financial services industry. Robert has held positions at USAA Investment Management Company, USAA Financial Advisors, Inc., and CUNA Brokerage Services, Inc. Robert currently works at Wells Fargo Clearing Services, LLC, based out of their San Antonio office. Robert holds the Series 7, Series 66 and SIE licenses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
05/28/2020 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
10/21/2019 - 03/10/2020
TRADE APP (San Antonio TX)
TX
12/04/2015 - 10/01/2019
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
06/14/2013 - 12/08/2015
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/15/2008 - 05/17/2013
CUNA BROKERAGE SERVICES, INC. (LIVE OAK TX)
TX
02/11/2008 - 10/02/2008
THRIVENT INVESTMENT MANAGEMENT INC. (SAN ANTONIO TX)
TX
11/15/2006 - 02/05/2008
EDWARD JONES (LEON VALLEY TX)
BOTH
Issued 11/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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