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 at Alliant Retirement Consulting. Robert has been in the financial services industry since 1998 and has worked with a number of firms, including Fidelity Brokerage Services LLC, Prudential Investment Management Services LLC, Transamerica Investors Securities Corporation, and Diversified Investors Securities Corp. Robert is currently registered with the state of Georgia as a Registered Investment Advisor and a Broker-Dealer. Robert has a Series 6, 7, 26, 63, and 65 license. Robert specializes in retirement planning for corporations. Robert holds a current FINRA registration and currently provides investment advisory services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset-based fees on pension plans under advisement
1
2
GA
05/11/2022 - Present
Alliant Retirement Consulting (ALPHARETTA GA)
RI
05/05/2020 - 11/17/2020
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NJ
09/30/2014 - 07/23/2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
GA
03/11/2011 - 09/03/2014
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ATLANTA GA)
GA
08/03/2004 - 03/03/2011
DIVERSIFIED INVESTORS SECURITIES CORP. (ATLANTA GA)
GA
10/01/1999 - 07/19/2004
AMVESCAP SERVICES, INC. (ATLANTA GA)
DC
07/06/1998 - 07/08/1999
ICMA-RC SERVICES, LLC (WASHINGTON DC)
NA
08/31/1994 - 05/09/1995
BANK SOUTH INVESTMENT SERVICES, INC.
NA
02/03/1994 - 09/08/1994
BANK SOUTH SECURITIES CORPORATION
NY
02/12/1993 - 11/18/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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