Unclaimed
Nicholas Adam Bour is an investment advisor representative with Redwood Private Wealth. Nicholas has been working in the financial industry since 2002. Nicholas holds the Series 6, 7, and 63 securities licenses and the Series 65 investment advisor license. Nicholas has been registered with the Securities and Exchange Commission (SEC) as an investment advisor representative since 2015. Before joining Redwood Private Wealth, Nicholas worked at several other firms, including FSC Securities Corporation, Corecap Investments, Inc., The Leaders Group, Inc., The Huntington Investment Company, Allstate Financial Services, LLC, NYLIFE Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Signator Investors, Inc. Nicholas provides financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
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.
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2
AZ
01/06/2024 - Present
Redwood Private Wealth (PHOENIX AZ)
MI
08/22/2018 - 11/09/2018
FSC SECURITIES CORPORATION (Bloomfield Hills MI)
MI
10/28/2017 - 08/22/2018
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
CO
04/26/2016 - 10/27/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
MI
12/10/2014 - 04/27/2016
THE HUNTINGTON INVESTMENT COMPANY (CORUNNA MI)
MI
07/09/2013 - 12/03/2014
ALLSTATE FINANCIAL SERVICES, LLC (WATERFORD MI)
MI
01/31/2012 - 07/08/2013
NYLIFE SECURITIES LLC (SOUTHFIELD MI)
MI
04/23/2004 - 01/09/2012
METLIFE SECURITIES INC. (TROY MI)
MI
04/23/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TROY MI)
MA
11/04/2002 - 05/04/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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