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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 Scott Key is a financial advisor in Carmel, IN. Nicholas is registered with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Nicholas has been in the industry since November 23, 2014. Nicholas has passed the Series 7, Series 63, Series 65 and SIE exams. Nicholas works with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Cetera Investment Advisers LLC and Advisornet Wealth Partners provide financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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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IN
06/29/2023 - Present
Cetera Investment Advisers LLC (CARMEL IN)
IA
Issued 4/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/9/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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