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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 Wesselman is a financial advisor with Fidelity Personal And Workplace Advisors. Nicholas has been working in the financial services industry since 2014 and holds licenses to provide advisory services in 51 states and the District of Columbia. He is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Nicholas is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. He helps clients create comprehensive financial plans that address their unique needs and goals, and he provides ongoing investment management to help clients reach their financial objectives.
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
KY
05/30/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 05/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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