Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Zarr is a financial advisor who is registered with Fidelity Personal And Workplace Advisors. Nicholas has been in the industry since 2018, holds Series 63, 66, 7 and SIE licenses and is registered to provide financial advice in 26 states and the District of Columbia. Nicholas is licensed to provide investment advice in the areas of investment management for individuals and businesses, as well as retirement and financial planning. Nicholas has previously worked for Ladenburg Thalmann & Co. Inc..
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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NY
09/26/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
08/20/2018 - 05/20/2021
LADENBURG THALMANN & CO. INC. (New York NY)
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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