Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Wilson is a financial advisor currently registered with Captrust. Nicholas has been in the financial services industry for over 10 years. Nicholas has a Series 6, Series 7, and Series 66 license. Nicholas also has a Series 63 license. Nicholas has experience working with various clients including high net worth individuals, corporations and businesses, and pension and profit-sharing plans. Nicholas is based out of the Greensburg, PA office of Captrust.
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
PA
01/19/2021 - Present
Captrust (Greensburg PA)
PA
11/30/2016 - 01/29/2019
PWA SECURITIES, INC. (GREENSBURG PA)
CO
02/02/2009 - 10/31/2016
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 09/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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