Unclaimed
Nicholas Manns is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Nicholas has been in the financial services industry since March 8, 2018 and has a total of 14 state registrations and 1 IA registration. Nicholas is also associated with Coastal Bay Wealth Management and Coastal Bay Tax & Consulting. Nicholas's office location is at 5709 Tidalwave Drive, New Port Richey, FL, 34652.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/10/2021 - Present
Raymond James Financial Services Advisors, Inc. (New Port Richey FL)
FL
03/09/2018 - 05/11/2021
WELLS FARGO CLEARING SERVICES, LLC (TRINITY FL)
BOTH
Issued 04/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Manns is the right advisor for you? Invested Better is here to help.