Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Jin Moon is a financial advisor with Merit Financial Advisors. Nicholas has over 10 years of experience in the financial services industry. Nicholas holds the Series 63, Series 65, Series 7, and Series 24 licenses. Nicholas works with individuals, families, and businesses to develop personalized financial plans. Nicholas also provides investment management services. Nicholas is dedicated to helping clients achieve their financial goals.
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.
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.
Consulting fees
1
2
GA
02/21/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
01/14/2016 - 08/16/2024
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
04/06/2015 - 01/05/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
GA
07/17/2014 - 04/15/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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