Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Sheridan is a financial advisor with over 15 years of experience in the financial services industry. Nicholas is currently registered with Commonwealth Financial Network and is licensed to offer securities and advisory services in multiple states. Nicholas is also the owner of Sheridan Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business. Nicholas has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice that meets their individual needs. Nicholas specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
03/30/2021 - Present
Commonwealth Financial Network (West Hartford CT)
CT
05/23/2017 - 04/01/2021
M HOLDINGS SECURITIES, INC. (WEST HARTFORD CT)
CT
11/06/2007 - 05/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SIMSBURY CT)
BOTH
Issued 12/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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