Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Benzor is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. Nicholas is licensed in 26 states. Nicholas has been in the industry since February 2019. Nicholas specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans. Nicholas is also a registered representative of Cambridge Investment Research, Inc. and is licensed to sell a variety of investment products, including stocks, bonds, mutual funds, and variable annuities. Nicholas has experience in both the brokerage and advisory industries. Nicholas's previous roles include investment advisor representative with MML Investors Services, LLC and investment advisor representative with Northwestern Mutual Investment Services, 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.
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.
Solicitation fees from 3rd party money managers
1
2
GA
02/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (Marietta GA)
GA
12/10/2019 - 02/16/2024
MML INVESTORS SERVICES, LLC (Atlanta GA)
GA
01/01/2019 - 10/18/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Atlanta GA)
IA
Issued 12/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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