Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Larsen is a financial advisor with over 13 years of experience in the industry. Nicholas is currently registered with LPL Financial LLC and is actively involved in the brokerage business. Previously, Nicholas has worked with CUSO Financial Services, L.P., Raymond James Financial Services, Inc., Cetera Investment Services LLC, Fidelity Brokerage Services LLC, and Edward Jones. Nicholas is also licensed in several states and has a wide range of experience in providing financial advice to individuals, families, and businesses. Nicholas provides financial planning, portfolio management, pension consulting, and educational seminars to his clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
10/24/2022 - Present
LPL Financial LLC (RIVERTON UT)
UT
01/09/2017 - 10/13/2022
CUSO FINANCIAL SERVICES, L.P. (Salt Lake City UT)
UT
11/11/2015 - 12/15/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOUTH JORDAN UT)
UT
01/02/2015 - 11/10/2015
CETERA INVESTMENT SERVICES LLC (South Jordan UT)
UT
01/22/2013 - 12/10/2014
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
06/04/2012 - 06/21/2012
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
11/16/2009 - 02/22/2012
EDWARD JONES (TAYLORSVILLE UT)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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