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John E. Nelson

Financial Advisor at Ameriprise Financial Services, Inc.

Intro Book

Seasoned Financial Advisor delivering tailored financial strategies.

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Location

Leominster, Massachusetts, United Sta...

Skills

Commerce
Financial Planning
Windows Registry

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So John has 43 years of experience as a Financial Advisor, which is extremely rare. His certifications, like CFP, add value. Skills like financial planning are in demand, but his experience is more than that. He’s been working in the industry for over four decades. Location is Leominster, MA, which is not a major hub for finance. Considering his experience, skills, and certifications, I’d estimate his rate to be around $125 per hour, which is lower than what I’d expect for someone with his level of experience in a major financial hub. However, this is a more conservative estimate, given the location.

Bio

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Topline AI

John E. Nelson is a seasoned Financial Advisor with 43 years of experience in Commerce, Financial Planning, and Windows Registry. He holds certifications as a Certified Financial Planner and has worked with Ameriprise Financial Services, Inc. and Fidelity Bank.

Experience

Ameriprise Financial Services, Inc.

United States

Financial Services

700 & Above Employee
- Financial Advisor
  
  Aug 1981 - Present
  
  Awards & Recognition:Ameriprise Circle of Success, 2003 Qualifications: FINACIAL ADVISORCERTIFIED FINANCIAL PLANNER™ practitioner Member, Financial Planning Association
- Financial Advisor
  
  1981 - Present
  
  Being an experienced advisor from Amerprise Financial, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long and short term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals
Fidelity Bank
- Assistant Treasurer
  - May 1969 - Aug 1981

Education

1986 - 1988

College for Financial Planning

1986 - 1988
1966 - 1968

Mount Wachusett Community College

1966 - 1968

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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John E. Nelson

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$125.0

Hourly Rate