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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 Chlumsky is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nicholas has been in the financial services industry since 2007. Nicholas is a Certified Financial Planner® professional and has passed the Series 7, 9, 10, 66, and SIE exams. Nicholas is registered to provide investment advice in 45 states and is also a Registered Representative in Florida, Indiana, and Texas. Prior to joining Wells Fargo Advisors Financial Network, LLC, Nicholas worked for WELLS FARGO CLEARING SERVICES, LLC, and A. G. EDWARDS & SONS, INC.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
02/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FORT MYERS FL)
FL
01/01/2008 - 02/02/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
FL
10/08/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT MYERS FL)
BOTH
Issued 10/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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