Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Klein is an Investment Advisor Representative with Concurrent Investment Advisors, LLC in Tampa, Florida. Nicholas has been in the securities industry for over 7 years. Nicholas has a Series 66, SIE and Series 7 license. Prior to joining Concurrent Investment Advisors, LLC, Nicholas was a Financial Advisor at Raymond James Financial Services, Inc.. Nicholas has a Bachelor's Degree in Finance.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
02/27/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
FL
08/13/2019 - 12/01/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Tampa FL)
FL
12/23/2016 - 05/21/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BOTH
Issued 05/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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