Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bevad is a financial advisor with over 16 years of experience in the financial industry. Nicholas is currently registered with LPL Financial LLC and has been with the firm since April 2022. Prior to joining LPL Financial LLC, Nicholas worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Nicholas is a Series 7, Series 31 and Series 66 licensed representative and holds the Securities Industry Essentials Examination (SIE) license. Nicholas provides investment advisory and financial planning services to individuals, businesses, investment clubs, charitable organizations, pension and profit-sharing plans and corporations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/21/2022 - Present
LPL Financial LLC (MARLTON NJ)
NY
05/14/2010 - 04/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
09/21/2009 - 06/03/2010
MORGAN STANLEY SMITH BARNEY (GARDEN CITY NY)
CA
06/01/2009 - 08/24/2009
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
12/05/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
BOTH
Issued 01/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Bevad is the right advisor for you? Invested Better is here to help.
