Mitchell Nelson Email and Phone Number
Mitchell Nelson work email
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Mitchell Nelson personal email
Mitchell Nelson is a senior wealth manager at Rockdale Financial Services, Inc., a firm that offers customized solutions for individuals, businesses, and non-profit organizations. He has over 21 years of experience in the financial industry, and holds the credentials of registered representative and investment advisor representative, allowing him to provide securities and advisory services through Cetera Advisors LLC.Mitchell's core competencies include tax management, investment management, retirement strategies, estate and trust conservation, insurance and annuity products, and college financial planning. He is also certified in the foundations of environmental, social, and governance (ESG) investing by Morningstar, demonstrating his commitment to sustainable and responsible investing. He works with clients to understand their needs, goals, and values, and to design and implement personalized financial plans that align with their vision. He is passionate about helping clients achieve financial security and confidence.Mitchell offers services in CA, CT, FL, GA, NC, NH, NJ, NY, PA, SC, and TX. Mitchell has the following office locations where he will take appointments by request:Eatontown NJ Office: 99 Corbett Way, Suite 103, Eatontown, NJ 07724Largo FL Office: 960 Starkey Rd, Unit 10406, Largo, FL 33771Sign up for appointments with Mitchell through Calendly: https://calendly.com/mitchellnelson365
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Senior Wealth ManagerRockdale Financial Services, Inc.Florida, United States
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Senior Wealth ManagerRockdale Financial Services, Inc. Oct 2021 - PresentEatontown, Nj, UsRegistered Representative offering securities and advisory services through Cetera Advisors LLC,member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Some advisory services also offered through Rockdale Financial Services, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. -
Investment Advisor RepresentativeSa Stone Wealth Management Inc. Apr 2017 - Jan 2022Birmingham, Alabama, UsMitchell Nelson has more than 17 years experience in helping individuals, self-proprietors, company owners, companies and charitable organizations to plan for and achieve their financial goals. He offers a wide range of products and services including tax management, investment management, retirement strategies, estate and trust conservation, insurance and annuity products, and college financial planning. He is also able to provide CPA and attorney referrals. Mitchell Nelson is licensed in the Tri-State Area, Florida, Maryland, North Carolina, Pennsylvania, South Carolina and Texas. -
Investment Advisor RepresentativeCetera Advisors Llc Mar 2012 - Jun 2017Denver, Co, UsAs your financial consultant l can:• Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan • Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths • Put your plan into action and monitor its progress • Revise your plan to accommodate changing goals, changing personal circumstances, changing financial opportunities, and changing market and tax laws -
Financial ConsultantPartners Financial Group, Llc. Apr 2011 - Mar 2012State College, Pennsylvania, UsRegistered Representative -
Registered RepresentativeDynasty Advisors Llc Feb 2009 - Mar 2011Marlboro, Nj, UsRegistered Representative -
Registered RepresentativeSummit Brokerage Services, Inc. Jun 2007 - Feb 2009Boca Raton, Florida, UsRegistered Representative -
Registered Representative.Tomorrow'S Financial Services, Inc. Feb 2002 - Jun 2007Lincroft, Nj, UsRegistered Representative. -
Principal Member Of Technical StaffAt&T Jul 1985 - Jun 1998Dallas, Tx, Us
Mitchell Nelson Skills
Mitchell Nelson Education Details
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The City University Of New YorkMaster Of Science - Ms -
The City University Of New YorkComputer Science
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The City University Of New YorkComputer Technology/Computer Systems Technology
Frequently Asked Questions about Mitchell Nelson
What company does Mitchell Nelson work for?
Mitchell Nelson works for Rockdale Financial Services, Inc.
What is Mitchell Nelson's role at the current company?
Mitchell Nelson's current role is Senior Wealth Manager.
What is Mitchell Nelson's email address?
Mitchell Nelson's email address is mi****@****lth.com
What schools did Mitchell Nelson attend?
Mitchell Nelson attended The City University Of New York, The City University Of New York, The City University Of New York.
What skills is Mitchell Nelson known for?
Mitchell Nelson has skills like Investments, Financial Advisory, Insurance, Securities, Small Business, Finance, Financial Planning, Wealth Management, Fixed Annuities, Financial Services, Tax Management, Medicare.
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