Qualifications

Mitchell Nelson has been working with individuals and businesses in the Tri-State Area and select States in the USA for almost two decades. He is licensed in FL, NC, NJ, NY, PA, SC, TX and WA.

Mitchell is licensed as an Investment Advisor Representative and a Registered Representative. This means Mitchell is qualified to offer you financial plans and a broad range of financial products and services to help you achieve your goals. 

Mitchell is also licensed to offer various forms of insurance to individuals and businesses, including: disability; health; life; long-term care; property, casuality and liability.

One of the benefits of working with Mitchell is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.