Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Gaskell is an investment advisor representative at Corient with over 14 years of experience. Prior to joining Corient, Nicholas was an advisor at Donegal Securities, Inc., and Signator Investors, Inc.. Nicholas specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Nicholas is also a Chartered Financial Analyst (CFA).
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
10/12/2022 - Present
Corient (Boston MA)
MA
05/05/2009 - 11/18/2011
DONEGAL SECURITIES, INC. (WELLESLEY MA)
MA
03/14/2008 - 03/17/2009
SIGNATOR INVESTORS, INC. (WELLESLEY MA)
BOTH
Issued 04/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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