Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Balmer is a financial advisor at Tiaa-cref Individual & Institutional Services, LLC. Nicholas has been in the industry since July 2012. Nicholas is licensed to provide financial advice in Colorado, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Missouri, New Mexico, Virginia, and Washington. Nicholas holds the Series 7, Series 24, Series 66, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MD
09/20/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Bethesda MD)
MD
02/26/2018 - 08/31/2018
TD AMERITRADE, INC. (GAITHERSBURG MD)
MD
08/21/2014 - 02/26/2018
SCOTTRADE, INC. (GAITHERSBURG MD)
MD
03/20/2012 - 05/01/2014
AXA ADVISORS, LLC (COLUMBIA MD)
BOTH
Issued 04/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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