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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 Evans is an investment advisor representative with CM Wealth Advisors LLC. Nicholas has been in the industry since March 2018 and is registered with the state of Ohio. Nicholas has passed the Series 66, Series 7 and SIE exams. Nicholas has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicholas has previous experience working for Ohio State University, BakerHostetler and Golden Reserve, LLC. Nicholas specializes in providing financial planning, portfolio management and consulting to individuals, businesses, high net worth individuals, charitable organizations, and pooled investment vehicles.
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.
Consulting
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.
% of assets monitored
1
2
OH
10/07/2021 - Present
CM Wealth Advisors LLC (BEACHWOOD OH)
OH
03/13/2018 - 02/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
BOTH
Issued 04/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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