Joshua Nelson is a registered investment advisor, based in Summerville, SC, with 17 years of industry experience.
Location
Summerville, SC
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Regulatory History
Clean regulatory record
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.
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Current Registrations
Transamerica Investors Securities, LLC
May 2024 - Present · 2 yrs 2 mos
Transamerica Retirement Advisors, LLC
May 2024 - Present · 2 yrs 2 mos
Transamerica Investors Securities, LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
March 2015 - May 2024 · 9 yrs 2 mos
Ameriprise Financial Services, LLCBroker
January 2015 - May 2024 · 9 yrs 4 mos
Scottrade, INC.Broker
October 2008 - October 2014 · 6 yrs
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.