Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Millard is a financial advisor with Creativeone Wealth, LLC. Nicholas has been in the financial services industry since 1986 and holds the following licenses and registrations: Series 6, Series 7, Series 63 and Series 65. Nicholas also holds the designation of Chartered Financial Consultant. Nicholas has experience working with individuals, investment companies, high net worth individuals, pension and profit-sharing plans and corporations or other businesses. Nicholas is registered in New York and Pennsylvania. Previous employers of Nicholas include Sorrento Pacific Financial, LLC, Partnervest Securities, Inc., AXA Advisors, LLC and The Equitable Life Assurance Society of the United States.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
KS
10/27/2020 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
NY
07/31/2009 - 10/30/2009
SORRENTO PACIFIC FINANCIAL, LLC (VESTAL NY)
NY
03/06/2009 - 07/31/2009
PARTNERVEST SECURITIES, INC. (VESTAL NY)
NY
12/04/1986 - 06/08/2007
AXA ADVISORS, LLC (VESTAL NY)
NY
10/02/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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