Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger L. Nelson is a financial advisor with PFS Investments Inc. in NAPERVILLE, Illinois. Roger Nelson has been in the industry since April 2018 and has been registered with PFS Investments Inc. since September 2019. Roger Nelson has a Series 6, Series 63, Series 65 and SIE licenses. Roger Nelson specializes in providing financial advice to individuals. He also has experience working with charitable organizations and corporations.
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.
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.
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2
IL
09/10/2019 - Present
PFS Investments Inc. (NAPERVILLE IL)
IA
Issued 08/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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