Unclaimed
Nicholas Moloczij is an investment advisor representative who has been in the industry since 2019. Nicholas is currently registered with Ameriprise Financial Services, LLC and has offices in Minneapolis, MN and Woodbury, MN. Nicholas has successfully passed the Series 63, Series 66, Series 7TO, and SIE exams and is licensed in Arkansas, Colorado, Kansas, Minnesota, Missouri, Oklahoma, and Wyoming. Nicholas specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and asset allocation services.
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 services
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
MN
01/13/2020 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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