Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Stonnington is an investment advisor representative with Prime Capital Financial. He has been registered with the Securities and Exchange Commission (SEC) since 2018. Nicholas has a Series 66 and Series 7 license. Previously, he was associated with Stonnington Group, LLC. Nicholas's current employment at Prime Capital Financial started in January 2023. He is also an insurance agent and provides advisory services through CHHSZ Holdings, LLC. Nicholas specializes in providing financial planning, portfolio management for individuals and businesses, and qualified retirement plan services.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
CA
01/04/2023 - Present
Prime Capital Financial (PASADENA CA)
CA
05/15/2018 - 10/09/2020
STONNINGTON GROUP, LLC (PASADENA CA)
BOTH
Issued 03/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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