Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Randall Nelson is an investment advisor representative with Global Retirement Partners LLC. Scott has been in the financial industry for more than 20 years and is registered with the Securities and Exchange Commission (SEC) and the state of Wyoming. Scott also has a Series 65 license, which allows him to provide investment advice to individuals and families. Scott provides investment advice through Global Retirement Partners LLC, an independent investment advisor firm. Scott started working with this firm in May 2021 and expects to spend approximately 175 hours per month on this activity. Scott's areas of expertise include financial planning, retirement planning, and investment management. Scott is committed to providing clients with personalized financial advice that helps them achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WY
08/07/2024 - Present
Global Retirement Partners LLC (Gillette WY)
WY
02/15/2019 - 08/28/2019
NYLIFE SECURITIES LLC (GILLETTE WY)
IA
Issued 07/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Scott Nelson is the right advisor for you? Invested Better is here to help.
