Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Sefchok is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Duncansville, PA. Nicholas has been in the financial services industry since 2016 and has held previous registrations with Pensionmark Securities, LLC and Harvest Financial Corporation. Nicholas holds the Series 7, Series 63, and SIE exams and is also a CFA charter holder. Nicholas is also registered with the states of Pennsylvania and Texas as an investment advisor representative.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
09/30/2022 - Present
Cambridge Investment Research Advisors, Inc. (Duncansville PA)
PA
07/02/2020 - 10/03/2022
PENSIONMARK SECURITIES, LLC (Duncansville PA)
PA
04/13/2016 - 07/17/2020
HARVEST FINANCIAL CORPORATION (PITTSBURGH PA)
PA
05/04/2007 - 07/11/2007
WOODBURY FINANCIAL SERVICES, INC. (HOLLIDAYSBURG PA)
BC
Issued 05/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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