Molly N. Nelson
Professional summary
Molly Nicholls Nelson, CFP®, who also goes by Molly Elizabeth Nicholls, Molly Nicholls, Molly Elizabeth Nicholls Nelson, Molly Elizabeth Nicholls-nelson, Molly E Nicholls Nelson, Molly Nicholls Nelson, is a registered financial advisor currently at MONEYSENSE LLC located in Missoula, Montana.
Molly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Molly has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Molly Nicholls Nelson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
November 27, 2024 - Present
MONEYSENSE LLC
January 18, 2024 - January 28, 2025
MARINER WEALTH
January 31, 2022 - February 7, 2024
AVANTAX ADVISORY SERVICES
September 30, 2020 - January 19, 2024
AVANTAX INVESTMENT SERVICES, INC.
March 11, 2019 - February 7, 2024
AVANTAX PLANNING PARTNERS, INC.
March 8, 2019 - September 30, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
November 29, 2016 - March 14, 2019
LPL FINANCIAL LLC
November 29, 2016 - March 12, 2019
LPL FINANCIAL LLC
January 21, 2014 - November 30, 2016
CETERA INVESTMENT ADVISERS LLC
November 19, 2012 - January 21, 2014
CETERA INVESTMENT SERVICES LLC
October 28, 2010 - November 29, 2016
CETERA INVESTMENT SERVICES LLC
December 21, 2006 - October 27, 2010
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/27/2024)
Exams
Current Firm
MONEYSENSE LLC
CRD#: 333307 / SEC#:
Contact information
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