Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Alexiou is a financial advisor based in Sonoma, CA. Nicholas is registered with J.P. Morgan Securities LLC and has been in the industry since December 16, 2019. Nicholas holds Series 63, Series 6TO and SIE licenses and is registered in California. Nicholas focuses on serving high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, and charitable organizations. Nicholas works with J.P. Morgan Securities LLC to provide portfolio management, financial planning, and selection of other advisors to clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
12/17/2019 - Present
J.p. Morgan Securities LLC (SONOMA CA)
BC
Issued 12/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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