Unclaimed
Nicholas Eilert is a financial advisor who has been in the industry since 2023. Nicholas is currently registered as a representative of PFS Investments Inc. in Kansas and California. Nicholas's office location is 721 Nevada St, Ste 301, REDLANDS, CA 92373. Nicholas has also held previous positions with Primerica Financial Services, Dillons, HyVee, Eilert Farms, KSU Housing, Uber, Kansas State University, Conception Seminary College, and Got R Covered. Nicholas is a Series 63, 65, and 26 licensed professional.
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 5/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/28/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 5/5/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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