Verified recordFinancial Services

Erik Nelson

Senior Financial Advisor, Vice President - Investment Officer at Wells Fargo Advisors

Based in Sacramento, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Sacramento

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

e•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Erik Nelson

As a Financial Advisor with Wells Fargo Advisors, I help my clients build, manage, and transition wealth. I am committed to creating strategies and plans that assist clients in reaching their goals in a cost-effective and risk-averse way. Prior to becoming a Financial Advisor, I received my Bachelor’s degree in Business Economics from the University of Arizona. I have spent over a decade in the financial industry—the last six of those years with Wells Fargo Advisors. I can offer you a wide range of services—from helping you select individual investments to developing a retirement plan. With access to an array of company resources, including research analysts and economic and market experts, I can guide you in making informed investment decisions suited to your specific needs. I look forward to extending my services to you and your family. Contact me if you'd like me to help you develop strategies for pursuing your financial goals. This information is intended for use only by residents of: AL, AR, AZ, CA, CO, FL, HI, IA, ID, IL, KY, MA, MI, MN, MS, NC, ND, NE, NV, NY, OR, PA, SC, TN, TX, UT, VA, and WA. CA Insurance License Number #0I45828. Residence State Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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