Nelson SchoonCRD Number: 1145976
Current Firm: Cetera Advisor Networks LLC
Nelson Schoon (CRD# 1145976) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Valparaiso, IN and has over 34 years of experience in the finance industry. Nelson Schoon 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.
Oneamerica Securities, Inc.
Ausdal Financial Partners, Inc.
J.p. Morgan Securities LLC
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Current||5|
|Delco Financial||Wheaton, IL||Oct 1991 - Current||26|
|A L Williams||San Diego, CA||May 1981 - Current||36|
|Financial Network Investment Corporation||El Segundo, CA||Jan 1993 - Dec 2012||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops