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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 Kralj is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Nicholas Kralj has 21 years of experience in the financial industry and is registered with the state of Washington. Nicholas Kralj is also a registered representative of Cambridge Investment Research, Inc. and has been with the firm since March 2017. Prior to joining Cambridge Investment Research, Nicholas Kralj was with LPL FINANCIAL LLC, FINANCIAL TELESIS INC, and ROYAL ALLIANCE ASSOCIATES, INC.. Nicholas Kralj's specializations include retirement planning, college savings, estate planning, and insurance.
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.
Solicitation fees from 3rd party money managers
1
2
WA
10/19/2023 - Present
Cambridge Investment Research Advisors, Inc. (Camas WA)
OR
09/12/2014 - 03/14/2017
LPL FINANCIAL LLC (PORTLAND OR)
OR
06/02/2009 - 09/12/2014
FINANCIAL TELESIS INC (PORTLAND OR)
OR
06/30/2003 - 06/08/2009
ROYAL ALLIANCE ASSOCIATES, INC. (PORTLAND OR)
SC
05/27/2002 - 07/02/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 08/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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