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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 Cherekjian is a financial advisor with Fidelity Personal And Workplace Advisors, based in BELMAR, NJ. Nicholas has been a registered representative for 2 years and has a Series 7TO, Series 63, and Series 66 licenses. Nicholas has experience working at Wells Fargo Clearing Services, LLC and Fidelity Brokerage Services LLC, and currently works at Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is a registered investment advisor with approximately $1 billion - $10 billion in assets under management and is licensed to provide investment advice to individuals, businesses, and institutions. Nicholas has a wide range of experience in the financial services industry, including financial planning, portfolio management, and selection of other advisors.
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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2
NJ
12/19/2023 - Present
Fidelity Personal AND Workplace Advisors (BELMAR NJ)
MO
05/25/2021 - 04/21/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
UT
11/05/2020 - 02/08/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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