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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Price is a financial advisor with Morgan Stanley. Nicholas has been a registered representative for more than four years and has a Series 7, Series 66, and SIE license. Nicholas has a broad range of experience in the financial services industry, having worked previously with Ameriprise Financial Services, Inc. and Eastern Spine. Nicholas has held multiple registrations in various states and offers a wide variety of financial services including financial planning, pension consulting, portfolio management for individuals, businesses and investment companies, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/05/2023 - Present
Morgan Stanley (Morristown NJ)
NY
11/11/2019 - 05/10/2022
MORGAN STANLEY (New York NY)
NY
11/12/2018 - 10/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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