Unclaimed
Nicholas Langrall is a financial advisor with Wells Fargo Clearing Services, LLC. Nicholas has over 15 years of experience in the financial services industry. Nicholas is registered with FINRA and holds Series 7 and 66 licenses. Nicholas also holds the SIE exam. Nicholas is registered in several states including North Carolina, Texas, California, Colorado, Florida, Georgia, Illinois, Kentucky, Maryland, Minnesota, Missouri, New Jersey, New York, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia. Nicholas specializes in financial planning, portfolio management, and investment consulting services. Nicholas is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
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2
NC
12/12/2016 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
08/06/2008 - 10/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BOTH
Issued 08/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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