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Home > Financial Services > Stock Brokers > Nelson Ivest Brokerage Services, Inc.
Nelson Ivest Brokerage Services, Inc.
Nelson Ivest Brokerage Services, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
For over 20 years, Nelson Investment Planning Services, Inc. (NIPS) has been helping people improve their lives by giving prudent investment advice. Thousands of Central Floridians are planning their future with the help and advice of NIPS.Here they put their clients on a proven system for acquiring the wealth necessary to achieve their goals that will enable them to pursue their other interests. As a matter of policy, no client of NIPS will invest in a fund that the principals do not own personally.
Tax Planning program provide strategies to reduce income taxes. It prepares individual and corporate tax returns. It analyzes capital gains and dividend income distributions and determines and arrange for monthly deposits to bank accounts from mutual fund accounts. Review objectively is required for life insurance or annuities. Estate Planning is analyzed to use for life insurance and needs for wills and trusts. Develop strategies to reduce estate taxes. It provides solutions for disabled or incapacitated beneficiaries.
Nelson Investment Planning Services, Inc. and Nelson Ivest Brokerage Services, Inc. restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. They both maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.
The company is good at what ever they do and that is demonstrated by the fact that they have one of the highest client retention rates in the technology services industry. Their clients' success is mirrored in the company’s own financial performance. The Company has achieved record growth with revenues climbing accordingly.
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