Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Boero is a financial advisor with over 10 years of experience in the financial services industry. Nicholas is currently registered with Rubicon Advisors and LPL Financial. Nicholas has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Nicholas is also a registered investment advisor and is licensed to sell securities in multiple states. Nicholas holds a Series 7, Series 66, and SIE license.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
08/16/2022 - Present
Rubicon Advisors (Yreka CA)
BOTH
Issued 05/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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