Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Eilert is an investment advisor representative at PFS Investments Inc., located in Redlands, CA. Nicholas has been in the industry for several years and holds several licenses including the Series 63, 65, and 26. Nicholas is a dedicated professional committed to providing exceptional investment advice and guidance to clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/22/2023 - Present
PFS Investments Inc. (REDLANDS CA)
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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