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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 Smutney is a financial advisor affiliated with Cetera Investment Advisers LLC, located in BRIDGEVILLE, PA. Nicholas is a registered representative with Series 7, Series 66 and SIE licenses, and is also registered as an Investment Advisor Representative in Pennsylvania and Maryland. Nicholas has been in the financial services industry since 2017. Nicholas has experience working with individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. Nicholas offers financial planning, portfolio management, and pension consulting services. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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.
1
2
PA
02/22/2024 - Present
Cetera Investment Advisers LLC (BRIDGEVILLE PA)
PA
01/24/2020 - 06/08/2022
PNC INVESTMENTS (PITTSBURGH PA)
PA
12/26/2018 - 12/17/2019
CITIZENS SECURITIES, INC. (KITTANNING PA)
PA
06/08/2017 - 10/29/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
BOTH
Issued 8/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/8/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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