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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 Kotkowski is a financial advisor with Fidelity Personal and Workplace Advisors. Nicholas joined Fidelity Personal and Workplace Advisors in March 2019 and has been working in the financial industry since August 2016. Nicholas earned the Series 66, Series 7, and SIE exams. Nicholas is a registered Investment Advisor Representative in New Hampshire and Texas. Prior to Fidelity Personal and Workplace Advisors, Nicholas worked at Edward Jones from May 2016 to January 2019. Nicholas's primary focus is providing financial planning, educational seminars, and portfolio management for individuals and 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.
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.
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NH
09/27/2019 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
05/19/2016 - 01/10/2019
EDWARD JONES (Concord NH)
BOTH
Issued 06/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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