Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Wolanski is a financial advisor who is registered with Charles Schwab & CO., Inc. Nicholas is a registered representative and investment advisor representative. Nicholas has been in the financial services industry since 2020. Previously, Nicholas was employed by CITIZENS SECURITIES, INC. and TRINITY WEALTH SECURITIES, L.L.C. Nicholas has passed the Series 63, Series 65, Series 7TO and SIE exams. Nicholas is registered in Arizona, Colorado, Florida, Kansas, Nebraska, New Mexico, Oklahoma, Pennsylvania, Texas, Utah and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/23/2025 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
PA
09/08/2022 - 06/14/2023
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
05/01/2021 - 08/12/2022
TRINITY WEALTH SECURITIES, L.L.C. (Philadelphia PA)
BC
Issued 06/03/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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