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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 Zinn is a registered Investment Advisor Representative with Curi RMB Capital, LLC. Nicholas has been working in the financial industry since September 2022. Nicholas holds the Series 63, Series 66, Series 7TO and SIE securities licenses. Nicholas was previously employed by CHARLES SCHWAB & CO., INC.. Nicholas's previous employment history includes working at AppTier LLC and Smith Capital Investors. The firm, Curi RMB Capital, LLC, is a Registered Investment Advisor (RIA) with its principal office located in Chicago, IL.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
08/13/2024 - Present
Curi RMB Capital, LLC (CHICAGO IL)
CO
09/27/2022 - 04/24/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 04/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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