Unclaimed
Nicholas Econom is a financial advisor who joined Raymond James & Associates, Inc. in January 2023. Nicholas is licensed in Michigan and holds the Series 63, 86, and 87 licenses. Nicholas has over 2 years of experience in the financial industry. Nicholas specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/27/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 02/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/06/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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