Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Geric is a financial advisor at LPL Financial LLC. Nicholas is licensed to provide investment advice in Florida and Texas and has been in the financial services industry since April 2020. Nicholas has a Series 66, 7TO, and SIE license. Nicholas is affiliated with a broker-dealer and an investment adviser. Nicholas is also registered as an Investment Adviser Representative. Nicholas has a bachelor's degree from the University of North Florida. Nicholas is committed to providing personalized financial advice to help clients reach 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.
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
FL
03/02/2022 - Present
LPL Financial LLC (WINTER HAVEN FL)
BOTH
Issued 07/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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