Pete Nelson
Empowering Business Owners and Individuals to Build Financial Clarity, Achieve Balance, and long term Financial Stability and Independence.
- Role
- Financial Advisor, Investment Advisor Representative at Wealth Strategies
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Pete Nelson
Optimize your wealth. Achieve your goals. Protect your dreams. As a financial advisor, I…
Experience
Financial Advisor, Investment Advisor Representative
Oct 2015 — Present · Murray, UT, US
I specialize in helping clients achieve financial balance by strengthening their financial security for today while strategically building wealth for the future. My clients include individuals, families, and business owners who seek clarity, confidence, and long-term success in their financial journeys.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. OSJ: 6455 South Yosemite Street, Suite 425 Greenwood Village, CO ph# 30••••••20. Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K65670. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
Education
Brigham Young University
Bachelor's Degree, Information Management, Business
1984 — 1988
Skills
- Strategic Planning
- Strategic Partnerships
- Trade Shows
- Disaster Recovery
- Marketing Event Planning
- Inventory Management
- Event Management
- Training
- Market Penetration
- New Business Development
- Leadership
- Order Fulfillment
- Program Management
- Federal Government Contracts
- C-Level Relationships
- Business Development
- Sales Cycle Management
- Cross-Functional Team Leadership
- Marketing Strategy
- Marketing
- Sales Channel Development
- Contract Negotiation
- Territory Management
- Start-Ups
- Marketing Collateral
- C Level Selling
- Business Strategy
- Strategy
- Team Management
- Security
- Technical Sales Consulting
- Sales Management
- Product Management
- Team Building
- Management
- Operations Management
- Revenue & Profit Growth
- Account Management
- Crm
- Product Development
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