Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alexis Nicholas is a financial advisor with Nicholas Wealth Management, located in Marietta, GA. David has been working in the financial services industry since 2013 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). David also holds a Series 65 license, which allows him to provide investment advice to individuals and families. Nicholas Wealth Management specializes in retirement planning, insurance solutions, and portfolio management. David has a strong commitment to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Radio/podcasts
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Educational seminar fees charged per seminar. selection of tpmm
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2
GA
11/12/2019 - Present
Nicholas Wealth Management (MARIETTA GA)
GA
04/18/2013 - 07/29/2019
TAYLOR CAPITAL MANAGEMENT INC. (Atlanta GA)
IA
Issued 06/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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