Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Shankle is a financial advisor at Fidelity Personal And Workplace Advisors. Nicholas has been in the financial services industry since December 2020. Nicholas is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Nicholas holds a Series 7, Series 63, and Series 66 license. Nicholas is also registered as an Investment Advisor Representative in Texas. Nicholas specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and corporations. Nicholas is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
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2
TX
06/17/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 06/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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