Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Lalonde is a financial advisor who has been in the industry since August 3, 2014. Nicholas is currently registered with LPL Financial LLC. Nicholas is also a Certified Financial Planner. Nicholas was previously registered with Edward Jones and Raymond James Financial Services, Inc. Nicholas has a Series 7 and Series 66 license. Nicholas has been registered in 21 states. Nicholas is located in Dallas, Texas. Nicholas has a total of 1 approved SRO registration, 1 approved FINRA registration, 21 approved state registrations and 1 approved IA state registration. Nicholas has been registered in 21 states. Nicholas is a financial advisor who works with a wide range of clients, including individuals, families, businesses, and institutions. Nicholas provides a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/03/2023 - Present
LPL Financial LLC (DALLAS TX)
TX
09/23/2016 - 03/06/2023
EDWARD JONES (DALLAS TX)
TX
08/04/2014 - 09/26/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRISCO TX)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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