Gerald Nelson

About Gerald Nelson

Ready to focus on your financial goals? I can help. Your goals are my focus. Let’s put strategies together to work for you. Whether your priority is personal finances, your business, or both, I’m committed to helping you work towards your financial goals. Let’s connect to get started:D: 90••••••14 | F: 85••••••51 N••••••••@Principal.com 5865 Ridgeway Center Parkway Ste 300 | Memphis TN 38120Website: geraldnelson.com Ready to focus on your financial goals? I can help. Your goals are my focus. Let’s put strategies together to work for you. Whether your priority is personal finances, your business, or both, I’m committed to helping you work towards your financial goals. Gerald is passionate about financial education and helping people work toward their goals. He recognizes that planning for the future can be a challenging yet exciting process, and he looks forward to the opportunity to help his clients. Together, he will help them prepare for the future they dream about by envisioning what it may look like, creating a roadmap to reach for the vision, and preparing for life stages along the way. During his time in the financial services industry, he has worked primarily with business owners. Gerald starts by having his clients answer a few questions to create a picture of where they are today and what their plans are for the future. From there, he will work together with his clients one-on-one to create a plan to help put their goals within reach. Gerald has obtained his FINRA Series 6, 7, 63, and 66 securities registrations as well as his Life, Health, and Long-Term Care Insurance License. He earned his Bachelor of Science degree in Economics with a Mathematics minor from Valparaiso University. In his free time, Gerald enjoys traveling, organic gardening, and yoga. He also enjoys spending time with his family and friends. Securities and advisory products offered through Principal Securities, Inc, Member SIPC, Des Moines, IA 50392. Gerald Nelson, Principal Securities Registered Representative, Investment Adviser Representative, and a member of the Principal® Financial Network. Disclaimer: The skills list below does not imply licensure, training, or the ability to solicit products or skills list below does not imply licensure, training, or the ability to solicit products or services.

Experience

1. Investment Adviser Representative, Principal Securities Registered Representative

   Principal Financial Group

   Jul 2016 — Present

   Gerald is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Education

• Valparaiso University

  Bachelors, Economics

  1986 — 1991

• Roosevelt University

  Paralegal, Securities & Corporations Law

  1991 — 1991

• Christian Brothers University

  Accounting

  1999 — 2001