Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Orange is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC in Charlotte, North Carolina. Nicholas has over 18 years of experience in the financial industry. Nicholas is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered as an investment advisor representative in North Carolina. Nicholas offers financial planning, portfolio management, and selection of other advisors. Nicholas is licensed to sell securities in Delaware, District of Columbia, Maryland, North Carolina, and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
08/01/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
CT
08/04/2022 - 11/30/2023
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
NC
09/17/2018 - 01/14/2022
BRIGHTHOUSE SECURITIES, LLC (Charlotte NC)
NC
11/03/2017 - 08/15/2018
ALIGHT FINANCIAL SOLUTIONS, LLC (CHARLOTTE NC)
NC
08/27/2013 - 07/18/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
10/18/2007 - 06/28/2013
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
05/03/2006 - 05/16/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
IL
09/26/2005 - 03/14/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
OH
07/22/2003 - 07/15/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NJ
01/02/2003 - 04/15/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 07/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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