Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Tracy Nelson is a Registered Investment Advisor (IA) registered with the state of Florida. Scott is currently employed with Nova Wealth Management, Inc. Scott has been in the industry for more than 10 years. Scott holds a Series 65 license and is a certified public accountant. Scott is a financial planner specializing in portfolio management for individuals, as well as pension consulting. Scott is also a member of the Nelson CPA Inc (DBA Nelson Accounting Services) firm.
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.
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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FL
01/01/2025 - Present
Nova Wealth Management, Inc. (BONITA SPRINGS FL)
IA
Issued 04/05/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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