Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Creer Godfrey is a financial advisor at Ameriprise Financial Services, LLC, in Fort Worth, TX. Nicholas has been in the financial services industry since 2010. Nicholas has Series 6, 7, 9, 10, 63, and 66 securities licenses. Nicholas is also registered as an investment advisor representative in Texas. Nicholas has worked for Fidelity Brokerage Services LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Nicholas specializes in retirement planning, college savings, and estate planning. Nicholas has a commitment to providing personalized financial advice and helping clients achieve their financial goals. Nicholas also owns BigAdventure Holdings, LLC.
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.
1
2
TX
11/08/2018 - Present
Ameriprise Financial Services, LLC (Fort Worth TX)
TX
12/24/2011 - 01/22/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
UT
01/03/2011 - 10/05/2011
WELLS FARGO ADVISORS, LLC (CENTERVILLE UT)
UT
10/08/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAYTON UT)
BOTH
Issued 09/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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