Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Burge is an investment advisor representative for LPL Financial LLC. Nicholas has been in the industry since April 28, 2014. Nicholas is registered with the state of Wisconsin and 50 other states. Nicholas has passed the Series 66, Series 7, and SIE exams. Nicholas has experience with Ameriprise Financial Services, Inc., CUNA Brokerage Services, Inc., and MetLife Securities Inc. Nicholas also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
05/18/2022 - Present
LPL Financial LLC (WATERLOO WI)
WI
05/13/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Lodi WI)
WI
12/02/2015 - 04/22/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Madison WI)
WI
04/09/2014 - 12/01/2015
METLIFE SECURITIES INC. (MIDDLETON WI)
BOTH
Issued 07/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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