Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Wolf is a financial advisor with Forefront Wealth Partners, based in Woodland Hills, California. Nicholas has been in the financial industry since 2014 and has experience working with J.P. Morgan, Morgan Stanley, Citigroup, and KeyBank. Nicholas's firm is an independent financial advisor and focuses on financial planning, wealth management, and investment management. Forefront Wealth Partners offers a variety of services to individuals, families, and corporations and has over $118 million in assets under management. Nicholas is a Certified Financial Planner and has a strong understanding of financial markets and investment strategies. He is also a licensed Series 7, Series 66, and SIE representative.
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.
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.
Referral fees and revenue share for referrals to third parties
1
2
CA
04/09/2024 - Present
Forefront (Woodland Hills CA)
OH
11/25/2022 - 06/30/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
CA
07/07/2017 - 12/09/2020
MORGAN STANLEY (BEVERLY HILLS CA)
CA
03/28/2017 - 06/29/2017
CITI PRIVATE ADVISORY, LLC (Beverly Hills CA)
CA
09/06/2016 - 06/29/2017
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
CA
10/20/2014 - 08/17/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
BOTH
Issued 12/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Wolf is the right advisor for you? Invested Better is here to help.
