Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hesse is a financial advisor with Edward Jones. Nicholas has been in the financial services industry since June 2015. Nicholas has a Series 7, Series 6, and Series 63 license, as well as the Series 65 license. Nicholas holds a current registration with Edward Jones and has previous experience with PNC Investments, Key Investment Services LLC, and Citizens Securities, Inc.. Nicholas is registered in Florida and Ohio. Nicholas specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
FL
08/19/2024 - Present
Edward Jones (CLEARWATER FL)
OH
12/06/2018 - 08/13/2024
PNC INVESTMENTS (CLEVELAND OH)
OH
06/10/2016 - 11/19/2018
KEY INVESTMENT SERVICES LLC (SOLON OH)
OH
04/24/2015 - 05/17/2016
CITIZENS SECURITIES, INC. (UNIVERSITY HEIGHTS OH)
IA
Issued 08/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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