Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Taylor is a registered representative with Equity Services, Inc. Nicholas has been in the securities industry since November 1986. Nicholas holds the Series 6, Series 63 and SIE licenses. Nicholas has been with Equity Services, Inc. since February 1987. Nicholas has also been registered with Metropolitan Life Insurance Company. Nicholas specializes in providing financial planning and portfolio management services to individuals and families. Nicholas also has experience in insurance sales and real estate. Nicholas is a member of the Indian Grandstanders of Glens Falls Inc. and the Taylor and Leonard, LLC, real estate investment company. Nicholas has offices in Glens Falls, New York and Colchester, Vermont.
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.
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.
1
2
NY
06/22/2021 - Present
Equity Services, Inc. (GLENS FALLS NY)
NA
06/11/1985 - 10/03/1985
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 06/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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