Joseph
Nielsen
Alight Financial Advisors, LLC
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About this Advisor
Joseph Nielsen is a financial advisor based in Charlotte, North Carolina, working with Alight Financial Advisors, LLC. Joseph has previously held positions at Morgan Stanley, Fidelity Investments, Wells Fargo, Western Governors University, Aerotek, Wells Fargo Clearing Services, Gwfs Equities, Inc, Advised Assets Group, LLC, Charles Schwab & Co., Inc, Bankers Life Securities, Inc, Bankers Life Advisory Services, Inc, and Alight Financial Solutions. Joseph has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina and Utah. Currently, Joseph is part of Alight Financial Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 60 employees. The firm manages assets totaling $32.1 billion and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Alight Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alight Financial Advisors, LLC Brokerage Details
$32,132,173,090
60
228,318
$140,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joseph Nielsen Work History
Alight Financial Solutions
Bankers Life Securities, Inc
Bankers Life Advisory Services, Inc
Gwfs Equities, Inc
Advised Assets Group, LLC
Charles Schwab & Co., Inc
Aerotek
Wells Fargo Clearing Services
Morgan Stanley
Fidelity Investments
Western Governors University
Western Governors University
Wells Fargo
Western Governors University
Disclosures
Please visit the SEC profile of Joseph Nielsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alight Financial Advisors, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Palm Bay, FL
Waco, TX
Hilton Head Island, SC
Lincolnshire, IL
Burlington, NC
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