Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Anketell is a financial advisor with Fidelity Personal And Workplace Advisors. Nicholas has been in the financial industry since 2019. Nicholas has a Series 7TO, Series 63, and Series 66 licenses and is also a Certified Financial Planner. Nicholas is registered with the states of California, Connecticut, Florida, Maine, Massachusetts, Mississippi, Montana, New Hampshire, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, and Virginia. Nicholas has experience in financial planning, portfolio management, educational seminars, and selection of other advisors. Nicholas has been employed at Fidelity Personal And Workplace Advisors since April 2022. Nicholas has previously worked at FIDELITY INVESTMENTS and FIDELITY DISTRIBUTORS COMPANY LLC.
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.
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
MA
06/06/2022 - Present
Fidelity Personal AND Workplace Advisors (CAMBRIDGE MA)
RI
07/03/2019 - 05/14/2021
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
BOTH
Issued 05/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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