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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Decker is an investment advisor representative registered with Fidelity Personal And Workplace Advisors, serving clients in the Covington area. Nicholas has been in the industry since 2017, previously working with firms such as Charles Schwab & Co., Inc., Ameriprise Financial Services, Inc., LPL Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicholas holds Series 66, Series 7, Series 10, and SIE licenses and is registered in 52 states. Nicholas is a licensed advisor representative of Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management, serving a wide range of clients including high net worth individuals, corporations, and retirement plans.
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.
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.
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
KY
07/08/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
VA
08/30/2019 - 04/30/2021
CHARLES SCHWAB & CO., INC. (Charlottesville VA)
VA
06/01/2018 - 08/08/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Waynesboro VA)
VA
11/02/2017 - 02/12/2018
LPL FINANCIAL LLC (WAYNESBORO VA)
VA
07/29/2016 - 10/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
BOTH
Issued 09/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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