Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Dutter is a registered investment advisor representative with Truist Advisory Services, Inc. Nicholas has over 10 years of experience in the financial services industry. Nicholas's previous experience includes roles with Natixis Distribution, L.P. and Citigroup Global Markets Inc. Nicholas holds the Series 7, Series 3, Series 63, and Series 66 licenses. Nicholas provides financial planning, portfolio management, and other advisory services to individuals, businesses, and trusts. Nicholas is also licensed to provide investment advice in Massachusetts.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
MA
01/31/2023 - Present
Truist Advisory Services, Inc. (BOSTON MA)
MA
07/17/2015 - 09/27/2018
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
MA
04/17/2013 - 07/24/2015
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2015
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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