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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Don Nelson is a financial advisor with over 30 years of experience in the industry. He is a registered representative with Cetera Investment Advisers LLC and also holds a license as an Independent Insurance Agent. Robert Don Nelson's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Robert Don Nelson has a history of working with VOYAFINANCIAL ADVISORS, INC. and NFG BROKERAGE, with experience in both insurance sales and investment advisory services. Robert Don Nelson is currently licensed in several states including Texas and Utah.
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
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDVALE UT)
UT
06/16/1989 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIDVALE UT)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/7/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 6/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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