Eric Nielsen (CRD# 7260108) is an Investment Advisor Representative working at Apex Financial Partners, LLC in Marshfield, MA and has over 3 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apex Financial Partners, LLC | Marshfield, MA | Nov 2020 - Current | 3 |
| Nielsen, Mcdonough & Company, LLC | Marshfield, MA | Oct 2015 - Current | 8 |
| Kahn, Litwin, Renza | Boston, MA | Jun 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- MA
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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