Nelson Pereira is a CFP-designated registered investment advisor, based in Bonita Springs, FL, with 17 years of industry experience.
Location
3301 Bonita Beach Road, Suite 308, Bonita Springs, FL, 34103
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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
Nelson is dually registered and spends most of his time as an investment advisor representative. He is also a Principal at Naples Insurance Strategies, which is insurance related, dedicating nearly full-time hours to it.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Naples Wealth Planning
Previous Registrations
Imprint Wealth LLC
American Global Wealth Management, INC.Broker
Imprint Wealth LLC
Laidlaw & Company (UK) LTD.Broker
Laidlaw Wealth Management LLC
Naples Wealth Planning
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations15 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.