Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Shelar is a financial advisor registered with Fidelity Personal And Workplace Advisors. Nicholas has been in the financial industry for 6 years. His credentials include passing the Series 7, Series 63, and Series 66 exams. Nicholas has been registered as a broker-dealer in Michigan, Texas, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Missouri, Nebraska, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, Wisconsin, and Wyoming. Nicholas also holds a registration as an investment advisor representative in Michigan and Texas.
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.
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.
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MI
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
RI
05/01/2019 - 07/23/2021
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
RI
06/05/2018 - 04/16/2019
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 09/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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