Mitchell Nelson, Senior Wealth Manager

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Largo, FL
Mitchell Nelson, Senior Wealth Manager

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Registered Representative offering securities and advisory services through Cetera Advisors LLC Cetera is under separate ownership from any other named entity.

Registered Representative offering securities and advisory services through Cetera Advisors LLC doing insurance business in CA as CFGA Insurance Agency LLC, member FINRA/SIPC, a broker-dealer and Registered Investment Advisor. Some advisory services also offered through Rockdale Financial Services, Inc., a Registered Investment Advisor.

11/03/2026

This Monthly Recap summarizes market performance, major events, and news from October 2026. Read more here:

October was volatile for equities. Both the tech-heavy Nasdaq Composite and the S&P 500 reached new all-time highs but closing the month well below their…

11/02/2026

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove the weakness in tech stocks, why investors are focused on earnings guidance over headline results, and how key economic data, geopolitics, and the midterm elections could shape markets in the days ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

11/02/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

10/30/2026

As retirement approaches, enhance your financial well-being. Explore some key tips for a prosperous retirement.

Here are ten key steps to help improve your financial health and make the most of your retirement years.

10/28/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

10/26/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

10/21/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Address

960 Starkey Road, Unit 10406
Largo, FL
33771

Telephone

+17326952100

Website

https://www.rockassets.com/team/mitchell-nelson, https://calendly.com/mitchellnelson365

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