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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 Barra is a financial advisor with Morgan Stanley. Nicholas has been in the industry since 2011 and has a wide range of experience in financial services. Nicholas is registered in 31 states as a Broker and in 2 states as an Investment Advisor Representative. Nicholas holds Series 7, 63, 66 and SIE licenses. Nicholas Barra's experience and expertise make him well-equipped to help 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
12/09/2021 - Present
Morgan Stanley (Boca Raton FL)
NY
01/12/2011 - 07/12/2012
TRIAD SECURITIES CORP (NEW YORK NY)
BOTH
Issued 11/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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