Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jonathon Nelson is a financial advisor at Quattro Advisors LLC, based in Pittsburgh, Pennsylvania. William is registered as an investment advisor representative with the state of Pennsylvania. William has worked in the financial industry for over 10 years. Previously, William worked at MML Investors Services, LLC. William holds the Series 66 and Series 7 licenses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
02/07/2013 - Present
Quattro Advisors LLC (PITTSBURGH PA)
PA
10/12/2010 - 03/22/2011
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
BOTH
Issued 02/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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