Nelson Pereira (CRD# 5474021) is an Investment Advisor Representative working at Imprint Wealth LLC in Naples, FL and has over 15 years of experience in the finance industry. Nelson Pereira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
American Global Wealth Management, Inc. | Mcdonough, GA | Aug 2023 - Current | < 1 |
Imprint Wealth Llc D/b/a Naples Wealth Planning | Naples, FL | Jul 2023 - Current | < 1 |
Naples Insurance Strategies | Naples, FL | Oct 2021 - Current | 2 |
Laidlaw & Company (uk) Ltd | Naples, FL | Feb 2021 - Dec 2023 | 2 |
Laidlaw Wealth Management Dba Naples Wealth Planning | Naples, FL | Oct 2020 - Jul 2023 | 2 |
Naples Wealth Planning | Naples, FL | Oct 2019 - Oct 2020 | 1 |
Capital Wealth Planning, LLC | Naples, FL | Aug 2019 - Oct 2019 | < 1 |
Umemployed | Naples, FL | May 2019 - Jul 2019 | < 1 |
Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Apr 2019 | < 1 |
Strategic Advisors Inc. | Morristown, NJ | Oct 2007 - Apr 2019 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2008 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- FL
-
Total Assets Under Management254MILLIONS
-
Total Number of Accounts842ACCOUNTS
-
Average Account Value$301,601
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, GA, NY, SC
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