Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Herman is a registered investment advisor representative with Elite Financial Group. Nicholas has been in the industry since 2005 and is registered in District of Columbia, Florida, Maryland, North Carolina, Texas, and Virginia. Nicholas has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Nicholas has been with Elite Financial Group since 2018 and provides financial planning and portfolio management services to 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.
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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MD
08/30/2021 - Present
Elite Financial Group (GAITHERSBURG MD)
IA
Issued 06/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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