Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Weschler is a financial advisor with over 6 years of experience in the financial services industry. Nicholas is registered as a broker-dealer in Pennsylvania and New Jersey and as an Investment Advisor Representative in Pennsylvania. Nicholas is associated with MML Investors Services, LLC, a firm that provides financial advice and investment products to individuals, families, and businesses. Prior to joining MML Investors Services, Nicholas worked as a financial advisor at Horace Mann Investors, Inc. Nicholas holds the Series 6, Series 63, and Series 65 licenses and the SIE exam. Nicholas specializes in providing financial planning, asset allocation programs, pension consulting, and educational seminars to clients.
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 programs
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.
Solicitors fees
1
2
PA
06/24/2024 - Present
MML Investors Services, LLC (Peckville PA)
PA
04/20/2017 - 01/26/2023
HORACE MANN INVESTORS, INC. (Allentown PA)
IA
Issued 06/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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