Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Fajack is an investment advisor representative with Capital A Wealth Management. Nicholas has been in the financial services industry since December 2019. Nicholas holds Series 7TO, SIE, and Series 63 licenses. The individual has been registered with the state of Ohio since January 2024 and is registered with FINRA as a registered representative. Nicholas is licensed to provide insurance as well as investment related services. Nicholas also works for Kiefer Financial Services. Nicholas works with individuals, charitable organizations, and pension and profit sharing plans. Capital A Wealth Management provides a wide range of advisory services including financial planning, portfolio management, and consulting.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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2
OH
02/08/2024 - Present
Capital A Wealth Management (CANFIELD OH)
OH
09/30/2022 - 01/25/2024
STONEX SECURITIES INC. (CANFIELD OH)
OH
12/23/2019 - 09/30/2022
CETERA INVESTMENT SERVICES LLC (Youngstown OH)
BC
Issued 12/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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