Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bielejeski is a financial professional with over nine years of experience in the financial services industry. Nicholas has held positions at Northern Trust Securities, Inc. and Northwestern Mutual Investment Services, LLC before joining Fidelity Brokerage Services LLC in 2015. Nicholas holds Series 6, 7, 63 and 66 licenses and is registered in multiple states including Iowa, Minnesota, Nebraska, North Dakota, South Dakota, Texas, Utah and Wisconsin. Nicholas is a registered representative with Fidelity Brokerage Services LLC. Nicholas specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
1
2
MA
05/02/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
02/13/2015 - 10/26/2015
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
03/03/2014 - 05/20/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ELGIN IL)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/5/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 3/3/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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