Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hagan is a financial advisor with PNC Investments. Nicholas has been in the financial industry for over 10 years, beginning their career with J.P. Morgan Securities LLC in 2013. Nicholas holds the Series 7, 6, and 66 securities licenses, and is registered to provide investment advice in the state of California. They specialize in providing investment advice 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.
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.
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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CA
04/10/2024 - Present
PNC Investments (ELK GROVE CA)
CA
11/03/2022 - 04/15/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STOCKTON CA)
RI
03/12/2022 - 09/23/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
CA
09/01/2021 - 02/22/2022
PNC INVESTMENTS (STOCKTON CA)
MN
11/02/2020 - 06/14/2021
J.P. MORGAN SECURITIES LLC (Maple Grove MN)
MN
07/01/2020 - 09/30/2020
WELLS FARGO CLEARING SERVICES, LLC (COON RAPIDS MN)
CA
09/25/2018 - 06/10/2020
J.P. MORGAN SECURITIES LLC (PITTSBURG CA)
CA
11/03/2016 - 09/20/2018
CITIGROUP GLOBAL MARKETS INC. (DANVILLE CA)
CA
02/03/2014 - 11/08/2016
J.P. MORGAN SECURITIES LLC (SAN RAMON CA)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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