Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Brown is a financial advisor with Granite Harbor Advisors, Inc. in Houston, Texas. He has been in the industry since 2014. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. He holds the Series 7 and Series 66 licenses. Nicholas previously worked at Lion Street Financial, LLC. He has experience working with individuals, high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Nicholas provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and pension consulting services.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/04/2015 - Present
Granite Harbor Advisors, Inc. (HOUSTON TX)
TX
10/03/2014 - 12/31/2015
LION STREET FINANCIAL, LLC (HOUSTON TX)
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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