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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 Kinneston is an investment advisor representative at Cetera Investment Advisers LLC. Nicholas is registered with the state of Vermont. Nicholas has been in the industry for several years and has experience with investment companies, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Cetera Investment Advisers LLC is an investment advisor that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cetera Investment Advisers LLC also offers other services such as investment management, investment advisory services, and retirement planning.
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.
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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VT
09/13/2024 - Present
Cetera Investment Advisers LLC (BURLINGTON VT)
BOTH
Issued 08/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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