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Nicholas James Weidner

Capfinancial Securities, LLC

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About Nicholas James Weidner

Nicholas James Weidner is a financial advisor currently registered with Capfinancial Securities, LLC. Nicholas has been in the financial industry since 2017. Nicholas holds the Series 7 and SIE licenses. Prior to joining Capfinancial Securities, Nicholas worked at MORGAN STANLEY.

Firm Information

Nicholas Weidner is currently registered with Capfinancial Securities, LLC. Capfinancial Securities, LLC is a Limited Liability Company formed on November 21, 2013. The firm is registered with the SEC and in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Nicholas Weidner’s Registration & Firm History

NC

09/07/2022 - Present

Capfinancial Securities, LLC (RALEIGH NC)

MN

12/19/2016 - 06/27/2022

MORGAN STANLEY (Minneapolis MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas James Weidner.
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