Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Alexander is a financial advisor with Edward Jones, a company with over $824 billion in assets under management. Nicholas has been in the financial services industry since 2006 and has extensive experience helping individuals and businesses achieve their financial goals. Nicholas has worked at Hartford Funds Distributors, LLC and Hartford Life Distributors, LLC before joining Edward Jones. Nicholas's areas of expertise include financial planning, portfolio management for businesses and individuals, and selection of other advisers. Nicholas holds several licenses and registrations, including Series 6, 7, 63, and 66. He is also licensed to offer investment advisory services in Michigan and Texas. Nicholas is committed to providing personalized financial advice to help clients reach their goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
MI
06/21/2023 - Present
Edward Jones (ANN ARBOR MI)
PA
12/03/2012 - 04/10/2023
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
CT
11/20/2006 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
BOTH
Issued 04/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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