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 registered investment advisor representative with Fidelity Personal and Workplace Advisors, a firm with $1 billion - $10 billion in regulatory assets under management. Nicholas has been in the industry since 2014 and is registered in Iowa, Minnesota, Nebraska, South Dakota, Texas, Utah, and Wisconsin. Nicholas specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Fidelity Personal and Workplace Advisors provides portfolio management for individuals and businesses, financial planning services, 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 03/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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