Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winston? Claim Your ProfileWinston Nelson is a financial advisor at Ameriprise Financial Services, LLC with over 11 years of experience in the industry. Winston has a Series 66 license and holds registrations in Texas. Previously, Winston has worked at Comerica Securities, Manning & Napier Investor Services, Inc., and Sanford C. Bernstein & Co., LLC. Winston is also registered as an investment advisor representative and has experience with a variety of investment products and services. Winston's specializations include investment advice for Individuals, businesses, pension and profit-sharing plans, charitable organizations, trusts/estates, and insurance companies.
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.
Asset allocation services
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
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Dallas TX)
TX
10/06/2017 - 11/03/2023
COMERICA SECURITIES (DALLAS TX)
TX
11/22/2013 - 08/15/2017
MANNING & NAPIER INVESTOR SERVICES, INC. (DALLAS TX)
TX
01/23/2012 - 11/08/2013
SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)
BOTH
Issued 06/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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