Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Craig Nelson is a registered representative and investment advisor representative with United Brokerage Services, Inc. with over 35 years of experience in the financial services industry. Stephen has been registered with the firm since 2017 and has a comprehensive understanding of a wide range of financial products and services.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
05/03/2017 - Present
United Brokerage Services, Inc. (Manassas VA)
VA
03/01/2016 - 05/03/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (VIENNA VA)
VA
04/01/2011 - 05/01/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (MCLEAN VA)
VA
07/12/2007 - 12/31/2010
FINANCIAL WEST GROUP (MANASSAS VA)
VA
01/04/1997 - 07/13/2007
BROOKSTREET SECURITIES CORPORATION (MANASSAS VA)
GA
12/10/1996 - 01/07/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
10/23/1996 - 12/11/1996
BUCKHEAD FINANCIAL CORPORATION
NA
10/23/1995 - 10/24/1996
GLOBALCOMM SECURITIES, INC.
AL
03/12/1987 - 10/17/1995
INVESTECH CAPITAL CORPORATION (BIRMINGHAM AL)
MA
07/02/1987 - 05/16/1988
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 04/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/24/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1990
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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