Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Dostal is a financial advisor with over 12 years of experience in the industry. He is registered with the state of Nebraska and is currently employed by J. W. Cole Advisors, Inc. Nicholas is licensed to provide investment advice and sell securities. He holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He is also licensed to provide investment advice in several states. Nicholas's primary focus is on providing financial planning and portfolio management services for individuals, businesses, and charitable organizations. He has specialized experience in providing financial planning and portfolio management services for high-net-worth individuals, businesses, and charitable organizations. Nicholas is also a certified coach for youth sports and provides investment-related consulting 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.
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.
Hourly & fixed rate consulting
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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NE
05/06/2020 - Present
J. W. Cole Advisors, Inc. (Schuyler NE)
NE
09/10/2008 - 04/30/2020
SECURITIES AMERICA, INC. (SCHUYLER NE)
IA
Issued 04/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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