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Signe Marie Nelson-combs

Principal Advised Services

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About Signe Marie Nelson-combs

Signe Marie Nelson-combs is a financial professional with over 13 years of experience in the industry. She is currently registered as an investment advisor representative with Principal Advised Services in East Moline, IL. Her previous experience includes working with MWA FINANCIAL SERVICES INC. in East Moline, IL. Signe has a variety of licenses and certifications, including Series 6, Series 63, and Series 65 licenses. She also holds the SIE exam certification. Signe specializes in financial planning, portfolio management, and investment advisory services for individuals. She is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Signe Nelson-combs is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Signe Nelson-combs’s Registration & Firm History

IL

04/11/2024 - Present

Principal Advised Services (EAST MOLINE IL)

IL

01/31/2011 - 09/08/2014

MWA FINANCIAL SERVICES INC. (EAST MOLINE IL)

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Licenses & Designations

IA

Issued 05/13/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Signe Marie Nelson-combs. Review regulatory record here.
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