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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 Errold Nelson is a Registered Investment Advisor with SHP Wealth Management, LLC located in Plymouth, Massachusetts. Nicholas has been in the industry since 2014 and is currently registered with the state of Massachusetts. Nicholas's previous experience includes working at Principal Securities, Inc., PURSHE KAPLAN STERLING INVESTMENTS, and VOYA FINANCIAL ADVISORS, INC.. Nicholas holds Series 6, 63, and 65 licenses, along with the SIE. Nicholas offers financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors services. Nicholas also provides insurance services through SHP Financial.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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2
MA
06/20/2016 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
NH
07/01/2015 - 05/17/2016
PRINCIPAL SECURITIES, INC. (Walpole NH)
MA
11/07/2014 - 06/18/2015
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
09/19/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
IA
Issued 02/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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