Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Weidman is a financial advisor registered with Great Valley Advisor Group, Inc. in Allentown, PA. Nicholas is a licensed investment advisor representative with over 9 years of experience in the industry. Nicholas is also a registered representative in 16 states. Nicholas's current registrations include Series 66, Series 7, and SIE. Nicholas's previous employment includes positions with Hornor, Townsend & Kent, LLC and MetLife Securities Inc. Nicholas offers services such as financial planning, consulting, and educational seminars. Nicholas is a Pennsylvania resident and can assist clients in Pennsylvania and many other 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
1
2
PA
07/31/2024 - Present
Great Valley Advisor Group, Inc. (Allentown PA)
PA
11/10/2014 - 07/31/2024
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
PA
06/25/2014 - 11/06/2014
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
BOTH
Issued 09/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Weidman is the right advisor for you? Invested Better is here to help.
