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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dimitri Nicoloff is a financial advisor who has been in the industry since 2002. He is currently registered with Cetera Investment Advisers LLC and has previously been registered with several other firms, including Wells Fargo Advisors Financial Network, LLC, Lincoln Financial Advisors Corporation, and TIAA-CREF Individual & Institutional Services, LLC. Jason is registered in 10 states and holds Series 63, 66, 7, 24, and SIE licenses. Jason offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
IN
08/03/2018 - Present
Cetera Investment Advisers LLC (LAFAYETTE IN)
IN
09/15/2014 - 08/02/2018
CETERA INVESTMENT SERVICES LLC (LAFAYETTE IN)
IN
04/10/2014 - 05/16/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAFAYETTE IN)
IN
05/19/2011 - 10/10/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/23/2009 - 03/07/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WEST LAFAYETTE IN)
IN
04/17/2009 - 08/12/2009
CHASE INVESTMENT SERVICES CORP. (LAFAYETTE IN)
IL
08/15/2007 - 03/25/2009
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IN
01/10/2007 - 08/17/2007
J.J.B. HILLIARD, W.L. LYONS, INC. (LAFAYETTE IN)
IN
10/24/2003 - 01/12/2007
FIFTH THIRD SECURITIES, INC. (LAFAYETTE IN)
IL
08/07/2002 - 05/05/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IN
06/18/2001 - 07/15/2002
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
TX
02/08/2001 - 07/02/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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