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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 Sturgis is a financial advisor at Lido Advisors, LLC. Nicholas has been in the financial industry for over 8 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Nicholas is a Chartered Financial Analyst and holds the Series 7, Series 63, and Series 65 licenses. Nicholas previously worked at Invesco Distributors, Inc. and John Hancock Distributors LLC.
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.
Strategic management for diversified investment portfolios.
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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CA
01/22/2025 - Present
Lido (LOS ANGELES CA)
GA
02/12/2020 - 10/05/2022
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
GA
06/14/2017 - 02/10/2020
JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)
PA
08/05/2015 - 11/11/2016
PACER FINANCIAL, INC. (PAOLI PA)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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