Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Nicholson is an Investment Advisor Representative with The Ascent Group, LLC, a firm located in Virginia Beach, VA. Kevin has been in the securities industry since 1986 and has a wide range of experience, serving clients in a variety of areas including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Kevin is registered with FINRA and the state of Pennsylvania.
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.
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.
1
2
PA
05/14/2021 - Present
THE Ascent Group, LLC (WAYNE PA)
PA
02/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (Wayne PA)
PA
06/30/2006 - 01/24/2023
AMERITAS INVESTMENT COMPANY, LLC (WAYNE PA)
PA
07/28/1997 - 06/30/2006
CARILLON INVESTMENTS, INC. (WAYNE PA)
AZ
09/01/1992 - 07/29/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
09/10/1986 - 09/02/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Nicholson is the right advisor for you? Invested Better is here to help.
