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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Burda is a financial advisor at Morgan Stanley. Nicholas has been in the financial services industry since 2012 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Nicholas has a Series 6, 7, 63, and 65 license. Nicholas holds a Series 63 license and is registered in 53 states and the District of Columbia. Nicholas is also registered in 3 states and the District of Columbia as an Investment Advisor Representative. Nicholas provides investment advice to individuals, corporations, and institutions. Nicholas also provides financial planning services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
04/28/2023 - Present
Morgan Stanley (Washington DC)
DC
04/08/2019 - 11/15/2022
E*TRADE SECURITIES LLC (WASHINGTON DC)
PA
11/11/2013 - 02/21/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
03/20/2013 - 09/10/2013
WELLS FARGO ADVISORS, LLC (FLOURTOWN PA)
PA
03/09/2011 - 09/13/2011
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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