Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Alexander Williams is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Bozeman, MT. Nicholas has a Series 7TO and a Series 66 license as well as the SIE exam. He is currently registered in 23 states as an investment advisor representative. Nicholas is a highly experienced professional with over 6 years of experience in the financial services industry. He is committed to providing personalized financial advice and investment strategies to help clients achieve their financial goals. He is passionate about helping clients develop a comprehensive financial plan that meets their individual needs. Nicholas is a member of the community and is active in various local organizations.
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
MT
03/10/2023 - Present
Raymond James Financial Services Advisors, Inc. (Bozeman MT)
BOTH
Issued 03/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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