Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Andresen is a financial advisor with LPL Financial LLC in Eagan, Minnesota. Nicholas has been in the industry since 2008. Nicholas has a Series 7, 63 and 31 license and is also a Certified Financial Planner. Nicholas has previously worked at CliftonLarsonAllen Wealth Advisors, LLC and RBC Capital Markets, 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
03/03/2023 - Present
LPL Financial LLC (EAGAN MN)
MN
06/10/2014 - 12/14/2018
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (MINNEAPOLIS MN)
MN
01/21/2009 - 06/03/2014
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
BC
Issued 05/14/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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