Mitchell Nelson Email & Phone Number
Senior Wealth Manager @ Rockdale Associates
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Mitchell Nelson Location
- Florida, United States
Mitchell Nelson Work
- 2021 -now Senior Wealth Manager @
- 2017 -2022 Investment Advisor Representative @
- 2012 -2017 Investment Advisor Representative @ Cetera Advisors LLC
- 2011 -2012 Financial Consultant @
- 2009 -2011 Registered Representative @
- 2007 -2009 Registered Representative @
- 2002 -2007 Registered Representative. @
- 1985 -1998 Principal Member of Technical Staff @
Mitchell Nelson Education
- City University of New York
Master of Science - MS
1997 - City University of New York
Bachelor Of Science (Computer Science)
1982-1985 - The City University of New York
Master's degree (Computer Technology/Computer Systems Technology)
Mitchell Nelson Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- SEC
- Financial Planners
- Fixed Annuities
- Pensions
- Bonds
- Insurance
- Retirement Planning
- Tax Management
- Financial Planning
- Medicare
- Business Insurance
- Portfolio Management
- Tax
- IRAs
- College Financial Planning
- Investments
- Mortgage Lending
- Variable Annuities
- Refinance
- Trust Management
- Finance
- Series 6
- 401k
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Home And Auto Insurance
- Strategic Financial Planning
- FINRA
- Qualified Retirement Plans
- Investment Strategies
- Entrepreneurship
- Credit
- Customer Service
- Long Term Care
- Disability Insurance
- Wealth
- Small Business
- Personal Finance
- ETFs
- Health Insurance
- Retirement
- Loans
- Series 7
- Employee Benefits
- Securities
- Investment Management
- Residential Mortgages
Mitchell Nelson Summary
- Mitchell Nelson, based in Florida, United States, is currently a Senior Wealth Manager at Rockdale Financial Services, Inc.. Mitchell Nelson brings experience from previous roles at SA Stone Wealth Management Inc., Cetera Advisors LLC, Partners Financial Group, LLC. and Dynasty Advisors LLC. Mitchell Nelson holds a Master of Science - MS @ City University of New York. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, SEC and more. Mitchell Nelson has 1 mobile phone numbers on RocketReach.
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