Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Marlo is a financial advisor with Edward Jones, a well-known firm with over $800 billion in assets under management. Nicholas has over five years of experience in the financial services industry. Nicholas is a Series 7, Series 6, and Series 63 licensed advisor and holds a Series 65. Nicholas is registered to provide investment advice in California, Georgia, Illinois, Kansas, Louisiana, Missouri, Nebraska, New York, South Carolina, South Dakota, Texas, and Wisconsin. Nicholas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, high-net-worth clients, and retirement plans.
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
MO
10/06/2023 - Present
Edward Jones (KANSAS CITY MO)
MO
12/08/2022 - 07/12/2023
COPPER FINANCIAL (Grandview MO)
MO
01/24/2018 - 12/01/2022
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 06/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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