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 Snow is a financial advisor with LPL Financial LLC, with an active registration in Illinois, Minnesota and Wisconsin. Nicholas Snow has been in the industry since August 15, 2018, and has a strong track record of providing financial advice to individuals, families, and businesses. Nicholas Snow holds the Series 7, Series 66 and SIE licenses and is also a Certified Financial Planner. Nicholas Snow has previously worked with OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
01/08/2024 - Present
LPL Financial LLC (WAUSAU WI)
WI
09/01/2023 - 01/11/2024
OSAIC WEALTH, INC. (WAUSAU WI)
WI
08/16/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WAUSAU WI)
BOTH
Issued 05/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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