Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Echevarria is a financial advisor with Fidelity Personal AND Workplace Advisors, with a focus on financial planning, portfolio management and educational seminars. Nicholas has been in the financial industry for over 4 years and holds Series 7TO, Series 66, and SIE licenses. Nicholas is registered with FINRA and as an Investment Advisor Representative in Pennsylvania and Texas. Nicholas has been a financial advisor since 2019. Previously, Nicholas was a financial advisor at American Portfolios Financial Services, Inc.
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.
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
06/04/2021 - Present
Fidelity Personal AND Workplace Advisors (CENTER VALLEY PA)
PA
07/17/2019 - 10/09/2020
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Blue Bell PA)
BOTH
Issued 08/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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