Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Anderson is a financial advisor with Ameriprise Financial Services, LLC in Greenwood Village, Colorado. Nicholas has been working in the financial industry since 2008. He is a Certified Financial Planner and has a Series 7 and Series 66 license. He is registered in 28 states. His previous employer was Northwestern Mutual Investment Services, LLC. Nicholas has a strong background in helping clients with their financial planning needs, such as retirement planning, college savings, and estate planning. He also provides asset allocation services, pension consulting, and educational seminars.
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.
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2
CO
04/02/2020 - Present
Ameriprise Financial Services, LLC (Greenwood Village CO)
CO
12/20/2012 - 09/02/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
MI
05/15/2008 - 11/27/2012
LPL FINANCIAL LLC (BINGHAM FARMS MI)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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