Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Nelson is a registered investment advisor representative with Principal Advised Services. Steven has been active in the financial industry since 2019 and holds licenses in both Minnesota and Iowa. Steven works primarily with individual investors, providing portfolio management services. Steven is committed to providing clients with personalized financial guidance and investment strategies tailored to their individual needs.
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.
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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MN
08/07/2024 - Present
Principal Advised Services (Maplewood MN)
MO
04/05/2019 - 04/08/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 07/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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