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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Foley is a financial advisor with Ameriprise Financial Services, LLC. Nicholas is registered with the state of South Dakota to provide investment advisory services. Nicholas holds the Series 63 and Series 65 licenses and is also a Series 7TO registered representative. The firm is a large firm with over 10,000 employees and has an estimated 1,000,000 clients. Ameriprise Financial Services, LLC provides a wide range of investment advisory services, including financial planning, portfolio management, and asset allocation. The firm's primary office is located in Minneapolis, Minnesota.
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.
Asset allocation 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.
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2
SD
07/08/2024 - Present
Ameriprise Financial Services, LLC (Sioux Falls SD)
MN
09/10/2021 - 07/25/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
IA
Issued 07/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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