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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 Witte is an investment advisor representative registered with Cetera Investment Advisers LLC and holds licenses in 13 states. Nicholas has been in the industry for over 3 years and has a Series 7TO and Series 66 licenses. Previously, Nicholas was registered with Securian Financial Services, Inc.. Nicholas Witte is based in ST. LOUIS, MO and works with clients of all types including individuals, corporations, and pension plans. Nicholas Witte specializes in providing financial planning and portfolio management services. Nicholas has experience working with clients in the state of Missouri and Texas and is an agent for RFC Co-op Insurance and RF Brokerage, and has a volunteer role with Missouri Veterans Outdoors and St. Louis Sponsors Ducks Unlimited Chapter.
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.
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
MO
06/24/2024 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
10/26/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 1/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 8/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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