Unclaimed
Nicholas Coke is a financial professional with over 20 years of experience in the financial services industry. Nicholas Coke is currently registered with Titan. Nicholas Coke has also been registered with Morgan Stanley, Wells Fargo NA, BMW of Gainesville / Gettel Enterprises, South Motors / Vista BMW, and Marjory Stoneman Douglas High School. Nicholas Coke holds a Series 66 license. Nicholas Coke is also a Registered Investment Advisor Representative.
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.
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.
1
2
FL
02/12/2025 - Present
Titan (Parkland FL)
BOTH
Issued 06/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nicholas Coke is the right advisor for you? Invested Better is here to help.