Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Magers is a financial advisor at Edward Jones, a firm with a long history of providing financial services to individuals and families. Nicholas has been in the industry since May 2022, and has experience working with both Merrill Lynch and Bank of America. Nicholas holds a Series 66 license and has also passed the Series 7TO and SIE exams. Nicholas is a Certified Financial Planner, and specializes in providing financial advice to individuals, families, partnerships, investment clubs, corporations, and charitable organizations. Nicholas is committed to helping clients reach their financial goals and looks forward to working with you.
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.
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.
See schedule d - miscellaneous
1
2
CA
10/31/2022 - Present
Edward Jones (CHICO CA)
CA
05/16/2022 - 11/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OROVILLE CA)
BOTH
Issued 07/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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