Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lloyd Nelson is an investment advisor with City National Securities, Inc.. Robert Lloyd Nelson is based in Los Angeles, CA and has been in the financial services industry for over 7 years. Robert Lloyd Nelson is registered with the state of Texas. Robert Lloyd Nelson holds the Series 63, SIE and Series 79 licenses. Prior to joining City National Securities, Inc., Robert Lloyd Nelson was employed by U.S. BANCORP INVESTMENTS, INC. in Saint Paul, MN.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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2
CA
04/20/2021 - Present
City National Securities, Inc. (LOS ANGELES CA)
MN
11/28/2016 - 11/03/2020
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BC
Issued 03/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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