Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Liskey is a financial advisor with over 13 years of experience in the industry. Nicholas is currently registered with Cetera Investment Advisers LLC and holds Series 6, 7, 63, and 65 licenses. Nicholas has previously been registered with Securian Financial Services, Inc. and PFS Investments Inc. Nicholas specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Nicholas is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
IN
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTH BEND IN)
IN
12/18/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (SOUTH BEND IN)
IN
05/04/2011 - 12/10/2015
PFS INVESTMENTS INC. (GRANGER IN)
GA
10/04/2005 - 12/18/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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