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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 Bilak is an investment advisor representative at Cetera Investment Advisers LLC. Nicholas has been in the industry since August 30, 2017. Nicholas has a Series 6, Series 7, Series 63 and Series 65 licenses. Nicholas is registered to provide investment advisory services in Colorado and Texas. Nicholas is also registered as a broker-dealer in 29 states. Nicholas specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Nicholas has experience with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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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2
CO
03/12/2020 - Present
Cetera Investment Advisers LLC (DENVER CO)
CO
08/31/2017 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (DENVER CO)
IA
Issued 11/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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