Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Holton is a financial advisor who has been in the industry since May 2019. He is currently registered with Ameriprise Financial Services, LLC and previously worked with CAMBRIDGE INVESTMENT RESEARCH, INC. Nicholas holds Series 7TO, SIE, and Series 66 licenses and provides services to clients across multiple states. Nicholas specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Nicholas is also registered to provide investment advisory services in the state of Florida.
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.
Asset allocation services
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.
1
2
MI
04/27/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
05/22/2019 - 08/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomfield MI)
BOTH
Issued 10/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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