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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 Crow is a financial advisor with Motley Fool Wealth Management, LLC, a firm with $1 billion - $10 billion in assets under management. Nicholas has been with the firm since 2014. Nicholas has a Series 7TO and Series 63 license, as well as the SIE designation. Nicholas has a bachelor's degree in finance from the University of Virginia. He is a Chartered Financial Analyst.
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.
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.
Publisher provides per-client payment for newsletter subscribers
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CO
01/16/2014 - Present
Motley Fool Wealth Management, LLC (Lakewood CO)
VA
10/01/2020 - 07/22/2024
TMF INVESTMENTS (ALEXANDRIA VA)
BC
Issued 11/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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