Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shay? Claim Your ProfileShay Nicole Nelson is an investment advisor representative with B.o.s.s. Retirement Advisors, LLC, registered in Idaho and licensed as an investment advisor in Idaho. Shay specializes in providing financial planning and selecting other advisors. Shay is based in LEHI, UT and has been in the financial services industry since 2011.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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UT
11/15/2023 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
IA
Issued 05/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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