Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Meyer is a financial advisor with over 20 years of experience in the industry. Nicholas is currently registered with Osaic Wealth, Inc. in Scottsdale, AZ. Nicholas has previously worked with several firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., Concourse Financial Group Securities, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Capital Analysts, Incorporated, Colonial Brokerage, Inc., Fifth Third Securities, Inc., and Prudential Securities Incorporated. Nicholas is a Series 65, Series 63, Series 53, Series 24, Series 99TO, Series 52TO, SIE, and Series 7 licensed representative. Nicholas focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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.
1
2
AZ
08/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
05/09/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/09/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/09/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/09/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/09/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AL
01/09/2014 - 05/16/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
OH
10/01/2012 - 01/07/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
11/07/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
08/25/2009 - 11/08/2011
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
AL
08/13/2007 - 08/20/2009
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
OH
09/25/2002 - 08/23/2007
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
11/15/2000 - 06/14/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Meyer is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
