Individual Firm
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DONNA CHARLOTTE ERICKSON-NELSON
DONNA C ERICKSON-NELSON, DONNA C ERICKSONNELSON
CRD#: 2992112
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WESTCHESTER CAPITAL MANAGEMENT INCCRD#: 110961 801 NORTH 96TH STREET
OMAHA, NE 68114
OMAHA, NE 68114
0
Disclosures
27
Years of Experience
View By:
State Registrations
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Nebraska 2/5/1998
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Texas 9/7/2016
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Registered with this firm since 2/5/1998
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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