Unclaimed
John Chesley Nicholas is a financial advisor at Ameriprise Financial Services, LLC. John has been in the industry since 1994 and is licensed to provide financial advice in Colorado, Kansas, and Texas. John specializes in providing a range of financial services including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. John has a long history of providing financial advice in Colorado and has held previous positions at IDS Life Insurance Company. John also has experience working in Longmont and Boulder, Colorado. John's areas of expertise include assisting clients with a variety of financial needs, including retirement planning, investment management, and college savings. John is committed to providing personalized financial advice and helping 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.
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.
Asset allocation services
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.
1
2
CO
01/23/2023 - Present
Ameriprise Financial Services, LLC (BOULDER CO)
MN
08/19/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2006
Series 4 - Registered Options Principal Examination
BC
Issued 05/25/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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