NM
ChFC
NM
ChFC

Nelson Merwitzer

46 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Nelson Merwitzer is a ChFC-designated registered investment advisor, based in Los Angeles, CA, with 46 years of industry experience.

Location

Los Angeles, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Nelson owns Merwitzer Insurance Solutions, selling life, health, disability, long-term care insurance, and fixed income annuities, dedicating nearly full-time hours to this. Nelson also works as a commission sales representative selling health savings accounts, spending a few hours per week on this activity.

Employment History
Current Registrations
On Investment Management CO
January 2012 - Present · 14 yrs 6 mos
The O.N. Equity Sales CompanyBroker
January 2012 - Present · 14 yrs 6 mos
Previous Registrations
Esi Financial Advisors
August 2005 - December 2011 · 6 yrs 4 mos
Equity Services, INC.Broker
January 1988 - December 2011 · 23 yrs 11 mos
Associated Planners Securities CorporationBroker
November 1984 - January 1988 · 3 yrs 2 mos
Titan Capital CorporationBroker
May 1979 - April 1984 · 4 yrs 11 mos
State Registrations3 states
CAFLPA
AdvisorBrokerBoth

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
No exam information available for this advisor.