Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott Nelson is an experienced financial advisor with over 15 years of experience in the financial services industry. Robert is currently registered with Gradient Securities, LLC in Arden Hills, Minnesota and holds a Series 6, 7, 24 and 63 license. Robert's past employment includes roles with Madison Avenue Securities, Inc, Securities Service Network, Inc and USALLIANZ Securities, Inc. Robert has a broad range of experience in providing financial planning, pension consulting and investment management services to individual and institutional clients.
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.
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.
Solicitor fees
1
2
MN
02/07/2018 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
KS
01/12/2010 - 04/28/2014
GRADIENT SECURITIES, LLC (TOPEKA KS)
KS
06/13/2007 - 01/08/2010
MADISON AVENUE SECURITIES, INC. (TOPEKA KS)
KS
08/11/2006 - 06/01/2007
SECURITIES SERVICE NETWORK, INC. (TOPEKA KS)
MN
08/16/2000 - 07/13/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 03/08/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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