Christine Neilson is a registered investment advisor, based in Rancho Mirage, CA, with 32 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Rancho Mirage, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christine is the owner/president of Neilson Advisory Group, Inc., offering life, health, and group health insurance, as well as CPA/tax preparation services, taking about a quarter to more than half of her time. She also owns a rental condo and is involved in investment advising, bookkeeping, and business consulting.
Employment History
Current Registrations
World Capital Brokerage, INC.Broker
Investment Research CORP
World Capital Brokerage, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Fortis Investors, INC.Broker
Fortis Investors, INC.Broker
Aragon Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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