Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Beckman is a financial advisor associated with Avantax Advisory Services and has been in the industry since 2014. Nicholas is registered with the state of New York. He has a Series 6, 7 and 63 license, as well as the Securities Industry Essentials exam. Nicholas is a member of the National Planning Corporation. Nicholas offers a variety of services to his clients, including financial planning, retirement planning, investment planning, asset management, risk management, and portfolio management. He is dedicated to helping his 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/01/2023 - Present
Avantax Advisory Services (Cheektowaga NY)
NY
10/17/2017 - 08/06/2023
SECURITIES AMERICA, INC. (Cheektowaga NY)
NY
11/19/2014 - 10/24/2017
NATIONAL PLANNING CORPORATION (CHEEKTOWAGA NY)
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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