Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Faison Safrit is a financial advisor who has been in the industry since 2005. Nicholas holds the Series 7 and Series 66 licenses. Nicholas is currently registered with Westhill Financial Advisors, Inc. and has previous experience with Fidelity Brokerage Services LLC, FintTrust Brokerage Services, LLC, Charles Schwab & Co., Inc., and Lincoln Financial Advisors Corporation. Nicholas is a Certified Financial Planner and has experience providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
03/26/2020 - Present
Westhill Financial Advisors, Inc. (SAN RAFAEL CA)
CA
09/11/2014 - 03/10/2020
FIDELITY BROKERAGE SERVICES LLC (LARKSPUR CA)
SC
06/18/2010 - 09/08/2014
FINTRUST BROKERAGE SERVICES, LLC (CHARLESTON SC)
SC
05/18/2005 - 06/28/2010
CHARLES SCHWAB & CO., INC. (MT PLEASANT SC)
IN
01/06/2005 - 04/12/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/06/2005 - 04/12/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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