Unclaimed
Nicholas Semko is a financial advisor at Mercer Global Advisors Inc. Nicholas has over 15 years of experience in the financial industry. Nicholas is registered with the state of Connecticut, Florida, Massachusetts, New Jersey, Pennsylvania, and Rhode Island and holds Series 7 and Series 66 licenses. Nicholas is a Certified Financial Planner™.
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.
Trust services, estate planning, tax return preparation, consultation
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
FL
09/24/2014 - Present
Mercer Global Advisors Inc. (Tampa FL)
NY
11/18/2009 - 08/14/2014
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
PA
12/10/2004 - 09/24/2009
AMERIPRISE FINANCIAL SERVICES, INC. (YARDLEY PA)
MN
12/10/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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