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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 Friedman is a financial advisor at Edelman Financial Engines. Nicholas has been in the industry for over 10 years. Nicholas has a Series 66 and Series 7 license and is also a Certified Financial Planner. Nicholas has worked for several firms, including EF Legacy Securities, LLC and Fidelity Brokerage Services LLC. Nicholas specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NY
11/05/2019 - Present
Edelman Financial Engines (WHITE PLAINS NY)
NY
05/12/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WHITE PLAINS NY)
NY
04/20/2011 - 04/27/2016
FIDELITY BROKERAGE SERVICES LLC (MT KISCO NY)
BOTH
Issued 8/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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