Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Germain is a financial advisor at Fidelity Personal and Workplace Advisors with over 1 year of experience in the financial services industry. Prior to joining Fidelity, Nicholas Germain worked at Goldman Sachs & Co. LLC in Cohoes, NY. Nicholas Germain holds the Series 7TO, SIE, and Series 66 securities licenses and is registered in Connecticut, Delaware, Florida, New Jersey, New York, North Carolina, and Pennsylvania. Nicholas Germain specializes in providing financial advice to individuals and businesses, and has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Nicholas Germain is dedicated to helping clients achieve their financial goals.
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.
1
2
PA
06/05/2023 - Present
Fidelity Personal AND Workplace Advisors (CENTER VALLEY PA)
NY
04/12/2022 - 05/17/2023
GOLDMAN SACHS & CO. LLC (COHOES NY)
BOTH
Issued 06/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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