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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Balch is an Investment Advisor Representative registered with Hedgeye Risk Management, LLC in Connecticut. Nicholas has been in the industry since 2019 and has experience working for multiple firms. Nicholas is also a Series 65 licensed investment advisor. Nicholas has experience in the financial services industry, including roles at NAV Capital, University of Rochester and Strong Hospital. Nicholas holds a Series 7TO and SIE license.
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.
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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.
Custom negotiated fees
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2
MA
09/05/2019 - Present
Hedgeye Risk Management, LLC (Boston MA)
IL
03/08/2019 - 08/14/2019
INVESTMENT PLANNERS, INC. (DECATUR IL)
IA
Issued 09/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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