Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Paul Schneider is a financial advisor with over 17 years of experience in the financial services industry. Nicholas has been registered with Ameriprise Financial Services, LLC since May 2020. Prior to that, Nicholas was registered with WELLS FARGO CLEARING SERVICES, LLC from June 2006 to May 2020. Nicholas holds the Series 7 and Series 66 licenses. Nicholas has experience providing portfolio management for individuals and businesses, as well as financial planning, educational seminars and selection of other advisors. Nicholas also provides asset allocation services.
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.
Asset allocation services
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.
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MI
04/10/2024 - Present
Ameriprise Financial Services, LLC (FARMINGTON HILLS MI)
MI
06/02/2006 - 05/05/2020
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON HILLS MI)
BOTH
Issued 10/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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