Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas James Meyer is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry for 10 years. Nicholas is registered with the state of Minnesota. Nicholas provides financial planning, portfolio management for businesses and individuals, and asset allocation services. Nicholas is a Series 7 and Series 63 licensed professional, and holds the SIE designation. Nicholas is affiliated with Ameriprise Financial Services, LLC, which has an approximate asset amount of $1 billion - $10 billion and has over 140,000 clients. The firm provides a range of advisory services including financial planning, portfolio management, and asset allocation services. Ameriprise Financial Services, LLC is a well-established and respected firm with a strong reputation in the industry.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MN
01/30/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
BC
Issued 04/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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