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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Nathan Licouris is an Investment Advisor Representative at Gerber Kawasaki Wealth & Investment Management. Nicholas has been in the financial services industry since March 2014. Nicholas holds a Series 6, 7, 63, and 65 license, as well as the SIE exam. Nicholas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, investment companies, and charitable organizations. Nicholas is also a Certified Financial Planner. Nicholas has a strong track record of helping clients achieve their financial goals. Nicholas is dedicated to providing personalized service and sound financial advice to clients.
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.
Strategic management for diversified investment portfolios.
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.
Third-party advisory fees
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2
CA
08/21/2015 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
03/18/2014 - 07/20/2021
LPL FINANCIAL LLC (SANTA MONICA CA)
IA
Issued 08/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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