Rob Nelson

Rob Nelson Email and Phone Number

President at Nelson Securities, Inc. @ Nelson Securities, Inc.
San Diego, US
Rob Nelson's Location
San Diego, California, United States, United States
Rob Nelson's Contact Details

Rob Nelson work email

Rob Nelson personal email

n/a

Rob Nelson phone numbers

About Rob Nelson

Since 1992, Rob has helped thousands of families as well as businesses match their financial goals with investment and insurance products that have proven to work. Simply put, Rob is able to meet, listen and interpret a family or individual's needs and match the best gameplan to help these individuals and families work to reach their goals and objectives.Specialties: Series Exams 7, 65, 63, 24. Life Insurance licenses and ongoing continuing education to support these current licenses.

Rob Nelson's Current Company Details
Nelson Securities, Inc.

Nelson Securities, Inc.

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President at Nelson Securities, Inc.
San Diego, US
Employees:
5
Rob Nelson Work Experience Details
  • Nelson Securities, Inc.
    President
    Nelson Securities, Inc. May 2017 - Present
    Spokane And San Diego
    View
  • Nelson Securities, Inc
    Senior Vice President
    Nelson Securities, Inc Jun 1992 - May 2017
    Greater San Diego Area
    Mr. Nelson is the Senior Vice President of Nelson Securities, Inc and is responsible for the oversight of branch offices. In addition to internal Sales and Marketing for Nelson Securities, Inc., Rob manages a large client base of his own. Rob has diligently been responsible for matching his clients financial and insurance objectives and goals while providing sound financial advice for over 20 years.

Rob Nelson Skills

Wealth Management Retirement Planning Wealth Accumulation 401k Series 7 Investments Investment Strategies Mutual Funds Asset Allocation Series 63 Investment Advisory Retirement Asset Managment Portfolio Management Strategic Financial Planning Alternative Investments Finance Etfs Insurance Securities Investment Management Asset Management Financial Advisory Life Insurance Equities Hedge Funds Private Equity Estate Planning

Rob Nelson Education Details

Frequently Asked Questions about Rob Nelson

What company does Rob Nelson work for?

Rob Nelson works for Nelson Securities, Inc.

What is Rob Nelson's role at the current company?

Rob Nelson's current role is President at Nelson Securities, Inc..

What is Rob Nelson's email address?

Rob Nelson's email address is rn****@****wer.com

What is Rob Nelson's direct phone number?

Rob Nelson's direct phone number is +185844*****

What schools did Rob Nelson attend?

Rob Nelson attended Loyola Marymount.

What skills is Rob Nelson known for?

Rob Nelson has skills like Wealth Management, Retirement Planning, Wealth Accumulation, 401k, Series 7, Investments, Investment Strategies, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Retirement.

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