Nelson Keefer (CRD# 6574693) is an Investment Advisor Representative working at Gwn Securities Inc. in Altamonte Springs, FL and has over 3 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Jan 2021 - Current | 3 |
| Sealed Air Corporation/diversey Inc. | Charlotte, NC | Oct 2007 - Current | 16 |
| Keefer Kleening Services | Port Orange, FL | Aug 1983 - Current | 40 |
| Manta Financial | Port Orange, FL | May 2020 - Dec 2020 | < 1 |
| Planmember Securities Corporation | Carpinteria, CA | Feb 2018 - Mar 2020 | 2 |
| Rpa | Winter Springs, FL | Feb 2018 - Mar 2020 | 2 |
| Bencor | Winter Springs, FL | Feb 2018 - Mar 2020 | 2 |
| Madison Avenue Securities, LLC | San Diego, CA | Jul 2016 - Nov 2017 | 1 |
| Anders & Anders Financial Group, Inc. | New Smyrna Beach, FL | Dec 2015 - Nov 2017 | 1 |
| Planmember Securities Corporation | Carpinteria, CA | Jan 2016 - Jul 2016 | < 1 |
| Dave Anders & Associates | New Smyrna Beach, FL | Jan 2016 - Jul 2016 | < 1 |
| Retirement Planning Associates (rpa) | Winter Springs, FL | Jan 2016 - Jul 2016 | < 1 |
| Bencor | New Smyrna Beach, FL | Jan 2016 - Jul 2016 | < 1 |
| Usrp | Winter Springs, FL | Jan 2016 - Jul 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
| S63 | Uniform Securities State Law Examination | Jan 2021 |
- FL
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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