Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Scherer is a financial advisor with Schwab Wealth Advisory, Inc., and has been in the industry since 2023. Nicholas is registered with the state of Indiana and Texas. Nicholas holds Series 63, 66, 7TO, and SIE licenses. Nicholas has worked with clients in a variety of industries and has a strong understanding of investment strategies. Nicholas is committed to providing personalized financial advice to help clients reach 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
IN
01/28/2025 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
BOTH
Issued 05/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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