Nelson Ivest Brokerage Services, Inc.

Overview

Nelson Ivest Brokerage Services, Inc. is a Broker Dealer based in Winter Park, FL, formed in 1987 in Florida. Its 10 registered representatives work across 1 branch offices in 1 state.

Registered reps

10

Branch offices

1

Formed

1987

Jurisdictions

1

Contact

1 phone number on file

Practice

Products and services

• Alternative Investments
• Insurance
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 2 of 2

• Joel Jimmy Garris President, Chief Compliance Officer, Financial and Operations Principal CRD 3142942
• June H Nelson Trustee CRD 2083354

Registered reps 3 of 10

• Andrew Steven Ballentine Registered Rep CRD 4683797
• Chester A Cowart Registered Rep · Investment Adviser Rep CRD 7465057
• Robert Lee Field Jr. Registered Rep CRD 1581439

7 more registered reps, with emails, phones and branch locations

Location

Headquarters

423 Country Club Dr
Winter Park, FL 32789

County

Orange

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Branch offices

1 in 1 state

Registrations

• FINRA member, corporation formed in Florida
• Registered in 1 jurisdiction
• Website: nelsonfinancialplanning.com

Every state, with registration dates

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