Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hayden Gillespie is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc. Nicholas has been working in the financial services industry for over two years. Nicholas holds Series 7TO, SIE, 63 and 66 securities licenses and has passed the Uniform Combined State Law Examination and the Uniform Securities Agent State Law Examination. Nicholas has been registered to provide investment advice in 53 states, the District of Columbia, and Puerto Rico, and is also a licensed investment advisor representative in Florida and Texas. Nicholas has previously worked at Truist Investment Services, Inc. and Fidelity Brokerage Services LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
11/30/2023 - 05/17/2024
TRUIST INVESTMENT SERVICES, INC. (SAINT AUGUSTINE FL)
FL
03/23/2023 - 11/21/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 01/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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