Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Breit is a financial advisor with Fiducient Advisors LLC, based in Chicago, Illinois. He has been in the industry since 2001 and holds the Series 6, 7, 63, and 65 licenses. Nicholas Breit is a Certified Financial Planner and a Chartered Financial Analyst. Prior to joining Fiducient Advisors LLC, Nicholas Breit was with Dimeo Schneider & Associates.
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.
Investment consulting for individuals and non profit organizations
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
IL
04/16/2015 - Present
Fiducient Advisors LLC (CHICAGO IL)
IL
01/14/2004 - 08/15/2007
MERCER ALLIED COMPANY, L.P. (LAKE FOREST IL)
MA
07/17/2001 - 09/14/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/17/2001 - 09/14/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/01/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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