Nelson SurovetzCRD Number: 2998023
Current Firm: Usaa Financial Planning Services
Nelson Surovetz (CRD# 2998023) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 18 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors Inc.||Phoenix, AZ||Nov 2013 - Current||3|
|Usaa Financial Planning Services||Phoenix, AZ||Nov 2013 - Current||3|
|Unemployed||Anthem, AZ||Jul 2013 - Oct 2013||< 1|
|Bank Of America, N.a.||Phoenix, AZ||Feb 2013 - Jun 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Phoenix, AZ||Oct 2012 - Jun 2013||< 1|
|Bank Of America||Phoenix, AZ||Nov 2011 - Oct 2012||< 1|
|Unemployed||Saddle Brook, NJ||Jan 2011 - Oct 2011||< 1|
|Citibank||Englewood, NJ||Dec 1993 - Dec 2010||17|
|Citicorp Investment Services||New York, NY||Dec 1993 - Oct 2007||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV