Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Ives is a financial advisor registered with Ameriprise Financial Services, LLC, with over 10 years of experience in the financial industry. Nicholas Ives is licensed in several states, including Georgia, Texas, Florida, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, South Carolina, Tennessee, Virginia and California. Nicholas Ives provides a wide range of financial services, including financial planning, asset allocation services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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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GA
12/06/2023 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
GA
05/14/2013 - 02/22/2021
EDWARD JONES (SAVANNAH GA)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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