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Robert William Nelson

MGI Funds Distributors, LLC

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About Robert William Nelson

Robert William Nelson is a financial advisor with MGI Funds Distributors, LLC. Robert William Nelson has been registered with FINRA since January 26, 2023 and holds the Series 7TO and SIE licenses. Robert William Nelson is registered in 52 states and the District of Columbia.

Firm Information

Robert Nelson is currently registered with MGI Funds Distributors, LLC. MGI Funds Distributors, LLC is a Limited Liability Company formed in January 2012 and is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It also has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Nelson’s Registration & Firm History

NY

01/26/2023 - Present

MGI Funds Distributors, LLC (New York NY)

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Licenses & Designations

BC

Issued 06/06/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert William Nelson.
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