Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Himan is a financial advisor with Charles Schwab & CO., Inc. located in Orlando, FL. Nicholas has been in the financial services industry since March 2023. Nicholas holds the Series 7, 63 and 65 securities licenses and is registered in California. Nicholas's previous experience includes working at TD Ameritrade, Inc. as a financial advisor. Nicholas is dedicated to helping clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
03/12/2024 - Present
Charles Schwab & CO., Inc. (Orlando FL)
CA
03/16/2023 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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