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 at Cetera Investment Advisers LLC in South Bend, IN. Nicholas has been in the industry since February 2010. Nicholas is registered with Cetera Investment Advisers LLC and holds the Series 6, 7, 63, and 65 licenses. Nicholas also has experience in fixed insurance sales. Cetera Investment Advisers LLC has a large number of clients, providing advisory services for individuals, businesses, pension plans, and charitable organizations.
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 9/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 5/3/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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