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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Christopher Nelson is a financial advisor with over 20 years of experience in the financial services industry. Steven has a broad range of experience in financial planning, portfolio management, and insurance products. Steven currently works with Prime Capital Financial and previously worked at Cambridge Investment Research, Inc., and The O.N. Equity Sales Company. Steven is registered to provide investment advice in 24 states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/16/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/16/2010 - 05/01/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
10/29/2002 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
IA
Issued 11/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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