Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Daniels is a financial advisor with Apollon Wealth Management, LLC. Nicholas has been in the financial services industry since 2018 and has experience working with individuals, families, and businesses. Nicholas holds the Series 7, Series 66, and SIE licenses. Nicholas is also an investment advisor representative of Tree City Advisors, LLC for transition purposes only.
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.
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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ID
11/29/2022 - Present
Apollon Wealth Management, LLC (BOISE ID)
ID
08/12/2019 - 06/30/2020
CFD INVESTMENTS, INC. (Boise ID)
ID
08/13/2018 - 08/14/2019
THRIVENT INVESTMENT MANAGEMENT INC. (Boise ID)
BOTH
Issued 09/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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