Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas McCreary is a financial advisor with J.P. Morgan Securities LLC. Nicholas has been in the financial services industry since 2022 and holds the Series 7TO, Series 66, and SIE licenses. Nicholas's previous employment history includes working at E*TRADE Securities LLC and Morgan Stanley. Nicholas is registered to provide investment advisory services in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
01/22/2025 - Present
J.p. Morgan Securities LLC (MARIETTA GA)
GA
01/10/2023 - 06/28/2023
MORGAN STANLEY (Atlanta GA)
GA
08/25/2022 - 06/28/2023
E*TRADE SECURITIES LLC (Atlanta GA)
BOTH
Issued 10/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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