Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Seltun is a financial advisor with over 15 years of experience in the industry. Nicholas is currently registered with CS Planning Corp. and holds Series 7 and Series 66 licenses. Nicholas is a highly experienced financial advisor and is committed to providing personalized financial planning and portfolio management services to individuals and families.
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.
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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2
OR
12/08/2022 - Present
CS Planning Corp. (PORTLAND OR)
CA
07/27/2007 - 04/12/2013
CHARLES SCHWAB & CO., INC. (SAN DIEGO CA)
BOTH
Issued 03/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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