Joseph Warren Nelson

Current Employers

Employment History

• 01/2007 → 06/2021
  Sigma Financial Corporation
  Ann Arbor, MI
• 01/2007 → 06/2021
  Sigma Planning Corporation
  Ann Arbor, MI
• 06/2021 → Present
  Fortune Financial Services, Inc
  Monaca, PA
• 06/2021 → Present
  The Fiduciary Alliance
  Greenville, SC

Previous Registrations

• 2007-01-17 → 2021-06-15
  Spc
  Ann Arbor, MI
  Bagley, MN
  Ann Arbor, MI
  Bemidji, MN

Other Businesses

STEWARDSHIP INVESTMENTS, Inc.; SALE OF VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES; INVESTMENT RELATED; APPROXIMATELY 20 HRS MONTH. VOLUNTEER SUBSTITUTE ADULT ED. INSTRUCTOR AT THE CHURCH INCLUDING DAVE RAMSEY'S FPU CLASS and Generous Giving; NOT INVESTMENT RELATED; < 5 HRS/MONTH. PHOTOGRAPHY BUSINESS FOR WEDDINGS AND PORTRAITS; NOT INVESTMENT RELATED; Less than 5 HRS/WK. NOTARY; NOT INVESTMENT RELATED; < 1 HR/WK. AMERICAN CENTER FOR FINANCIAL STEWARDSHIP; BOARD MEMBER AND VICE PRESIDENT OF NON PROFIT; NOT INVESTMENT RELATED; EDUCATES IN THE AREA OF FINANCE, BUDGETING, SAVING; < 5 HOURS MONTH. RENTAL PROPERTY; NOT INVESTMENT RELATED; APPROXIMATELY 1 HR/MONTH; RENTS 2 PROPERTIES THROUGH PERSONAL OWNERSHIP. Referral sources include: The Certified Kingdom Adviser program with the Ron Blue Ministry and the Smartvestor program with the Dave Ramsey, Ramsey Solutions business. Fiduciary Alliance is the RIA that the rep is an IAR with

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-01

Designations

Other Names

• Joe Nelson