Norm Nelson Email & Phone Number
Senior Vice President, Investments @ Raymond James
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Norm Nelson Location
- Conshohocken, PA, US
Norm Nelson Work
- 2002 -now Senior Vice President, Investments @
- 1996 -2002 Senior Vice Pesident, Investments @
- 1989 -1996 First Vice President @
- 1987 -1989 Financial Advisor @
- 1985 -1987 Staff Accountant, C.P.A. @ Reliance Insurance Company
- 1983 -1985 Certified Public Accountant @
Norm Nelson Education
- Penn State University
Bachelor of Science (B.S.) (Accounting)
1979-1983
Norm Nelson Skills
- Investments
- Securities
- Finance
- Financial Advisory
- Retirement Planning
- Wealth Management
- Mutual Funds
- Investment Advisory
- Series 63
- Estate Planning
- Financial Services
- Strategic Financial Planning
- Series 7
- Uniform Combined State Law
- Portfolio Management
- Asset Allocation
- Asset Management
- Alternative Investments
- Equities
- Investment Strategies
- Financial Analysis
- Retirement
- Wealth
- Management
- Comprehensive Planning
Norm Nelson Summary
- Norm Nelson, based in Conshohocken, PA, US, is currently a Senior Vice President, Investments at Nelson Wealth Managers of Raymond James. Norm Nelson brings experience from previous roles at Credit Suisse (Donaldson Lufkin Jenrette), Prudential Financial (Formerly Prudential Securities), Janney Montgomery Scott LLC and Reliance Insurance Company. Norm Nelson holds a 1979 - 1983 Bachelor of Science (B.S.) in Accounting @ Penn State University. With a robust skill set that includes Investments, Securities, Finance, Financial Advisory, Retirement Planning and more. Norm Nelson has 2 emails and 2 mobile phone numbers on RocketReach.
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