Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Piehler is a financial advisor with over 10 years of experience in the industry. Nicholas is registered with Avantax Advisory Services and Davie Kaplan Wealth Care Advisors, LLC. Nicholas specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Nicholas also provides educational seminars and solicitor referral services to third-party investment managers. Nicholas is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
02/03/2023 - Present
Avantax Advisory Services (ROCHESTER NY)
BOTH
Issued 02/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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