Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Nicholis is a financial advisor with Ameriprise Financial Services, LLC. Kaitlin has been in the financial services industry since 2018. Kaitlin holds Series 7, Series 63, and Series 66 licenses and is registered in New Jersey and Ohio. Kaitlin has worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, COMMONWEALTH FINANCIAL NETWORK, and Marcum Wealth, LLC in the past. Kaitlin specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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NJ
01/16/2025 - Present
Ameriprise Financial Services, LLC (Montclair NJ)
NY
08/14/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
04/19/2018 - 08/08/2018
COMMONWEALTH FINANCIAL NETWORK (NEW YORK NY)
BOTH
Issued 09/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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