Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Kakas is a financial advisor at LPL Financial LLC. Nicholas has been in the industry since June 2002 and holds a Series 7 and Series 63 license as well as Series 65. Nicholas has previously worked at First Allied Securities, Inc., Investors Capital Corp., CCO Investment Services Corp., and Securian Financial Services, Inc. Nicholas specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and corporations. Nicholas is registered in 33 states, including Massachusetts, Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
06/13/2012 - Present
LPL Financial LLC (LITTLETON MA)
MA
01/04/2010 - 06/06/2011
FIRST ALLIED SECURITIES, INC. (QUINCY MA)
MA
06/29/2005 - 12/31/2009
INVESTORS CAPITAL CORP. (STOUGHTON MA)
RI
04/04/2005 - 07/07/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MN
06/03/2002 - 03/24/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 12/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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