Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bedard is a financial professional with over 7 years of experience in the industry. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24, Series 63 and Series 66 licenses. Nicholas is currently employed with J.p. Morgan Securities LLC and is registered in Ohio. Previous firms Nicholas has been affiliated with include LaSalle St Securities, L.L.C., and Fidelity Brokerage Services LLC. Nicholas has a strong background in providing financial advice and portfolio management for individuals, businesses, pension plans, and charitable organizations. Nicholas is dedicated to helping clients achieve their financial 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
10/30/2017 - Present
J.p. Morgan Securities LLC (Columbus OH)
FL
08/04/2014 - 09/29/2017
LASALLE ST SECURITIES, L.L.C. (ROCKLEDGE FL)
FL
01/21/2011 - 03/19/2012
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 10/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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