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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 Daniel is a financial advisor with Commonwealth Financial Network. Nicholas has been in the financial services industry since 1992. Nicholas is a Certified Financial Planner and is registered to provide investment advice in Michigan. Nicholas focuses on providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Commonwealth Financial Network is a financial services firm that provides investment advice and financial planning services. The firm has been in business since 1979 and has offices across the United States. Commonwealth Financial Network has a strong focus on serving the needs of individual investors and families. The firm's services include financial planning, investment management, and retirement planning.
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.
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MI
04/14/2010 - Present
Commonwealth Financial Network (ROYAL OAK MI)
MI
03/07/1997 - 12/31/2021
COMMONWEALTH FINANCIAL NETWORK (ROYAL OAK MI)
NJ
03/03/1993 - 03/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/27/1992 - 03/25/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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