Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Combs is a financial advisor at Raymond James Financial Services Advisors, Inc. Nicholas has been in the financial industry since September 3, 2018 and is registered with FINRA and the state of Indiana. Nicholas has experience working with individuals, families, businesses, and retirement plans. Nicholas has a Series 6, 7, 63, and 65 license. Nicholas is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals. Nicholas is also registered with the following states: Arizona, Colorado, Florida, Georgia, Kansas, North Carolina, Ohio, Oregon, Tennessee, Virginia and Wisconsin.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
01/05/2021 - Present
Raymond James Financial Services Advisors, Inc. (COLUMBUS IN)
IN
09/04/2018 - 04/16/2019
J.P. MORGAN SECURITIES LLC (SHELBYVILLE IN)
IA
Issued 10/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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