Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Key is a financial professional with over 9 years of experience in the financial services industry. Nicholas is registered with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Nicholas is also a registered representative in 19 states, including Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Michigan, Missouri, Nebraska, New Hampshire, New Mexico, Ohio, Texas, Utah, Washington, and Wisconsin. Nicholas has a Series 63, 65, 7 and SIE license. Nicholas provides financial planning and consulting services to individuals, businesses, and families. Nicholas is committed to helping clients achieve 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.
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.
1
2
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (CARMEL IN)
IA
Issued 04/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Key is the right advisor for you? Invested Better is here to help.
