Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Greene is a financial advisor who has been in the industry since 2010. Nicholas has been registered with MML Investors Services, LLC since 2021. Prior to that, Nicholas worked with MSI Financial Services, INC. from 2010 to 2017. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, and SIE licenses. In addition to working as a financial advisor, Nicholas also works as a non-MMLIA insurance broker.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
06/18/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
BC
Issued 09/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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