Unclaimed
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 an Investment Advisor Representative at Edelman Financial Engines. Nicholas has been in the industry for over 10 years and has experience working for firms such as EF Legacy Securities, LLC and Fidelity Brokerage Services LLC. Nicholas holds a Series 66, Series 7 and SIE licenses. Nicholas is also a Certified Financial Planner. Nicholas specializes in providing financial advice and services to individuals, corporations, and other businesses.
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 08/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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