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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 Olesen is a financial advisor with over 13 years of experience. Nicholas is a registered investment advisor representative in Pennsylvania. Nicholas works with a variety of clients, including individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Nicholas is a Certified Financial Planner and a Series 66 and Series 7 holder. Nicholas is currently employed by Kathmere Capital Management, LLC, where he is a licensed investment advisor representative. Previously, Nicholas worked at LPL Financial LLC and Ameriprise Financial Services, Inc.
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
10/01/2019 - Present
Kathmere Capital Management, LLC (WAYNE PA)
PA
05/05/2010 - 10/09/2019
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
PA
07/06/2006 - 05/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
BOTH
Issued 07/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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