Unclaimed
Nicholas Todd is a registered representative with Park Avenue Securities LLC. Nicholas has been in the industry for over 6 years and holds both the Series 7 and SIE exams. Nicholas is based out of the firm's Charlotte office and is registered with the state of North Carolina. Nicholas's experience and certifications allow him to provide financial planning, educational seminars, and portfolio management services to individuals and businesses. Nicholas is also active in the community and works with charitable organizations. Nicholas has also been involved in the sports industry through basketball lessons.
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.
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
NC
01/06/2025 - Present
Park Avenue Securities LLC (CHARLOTTE NC)
BC
Issued 07/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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