Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Henderson is a financial advisor with over 9 years of experience in the financial services industry. Nicholas has a Series 7, Series 63, and Series 66 license. Nicholas is also a Certified Financial Planner. Nicholas is currently registered with Fidelity Personal And Workplace Advisors in Colorado and Texas. Nicholas has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Nicholas specializes in providing financial planning, portfolio management, and educational seminars 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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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2
CO
08/13/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
04/13/2018 - 07/11/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AURORA CO)
CO
07/20/2015 - 03/20/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 10/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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