Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Madl is a financial advisor registered with Intellicents Investment Solutions Inc. Nicholas has been in the financial services industry for over 11 years and has a strong track record of success. Nicholas has experience in providing financial planning, investment management, and insurance products. Nicholas is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. In addition to being a financial advisor, Nicholas is also an Independent Insurance Agent. Nicholas is committed to helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
10/12/2022 - Present
Intellicents Investment Solutions Inc. (OVERLAND PARK KS)
KS
08/17/2018 - 01/19/2024
MUTUAL SECURITIES, INC. (OVERLAND PARK KS)
MO
06/03/2013 - 03/19/2018
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
AZ
06/28/2011 - 07/02/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 03/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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