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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 Astle is a financial advisor with Commonwealth Financial Network and has been in the industry since 2008. Nicholas specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Nicholas is registered with the state of Oregon as a Registered Investment Advisor and is also registered with the state of California as a Registered Investment Advisor. Nicholas has a strong background in the financial services industry and is committed to providing his clients with the highest quality of service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
05/09/2022 - Present
Commonwealth Financial Network (Portland OR)
CA
02/21/2014 - 07/29/2015
RAYMOND JAMES & ASSOCIATES, INC. (SAN DIEGO CA)
CA
03/11/2008 - 02/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
BOTH
Issued 04/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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