Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Smith is an investment advisor representative at Smith & Wyatt. Nicholas is licensed in Illinois, and has been in the industry since 2013. Nicholas has a Series 65 license. Nicholas holds the Certified Financial Planner designation. Nicholas provides financial planning and portfolio management services to 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.
Personalized portfolio management to meet individual financial objectives.
Solicitor
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.
Set up fee
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OH
02/06/2024 - Present
Smith & Wyatt (Dublin OH)
IA
Issued 12/08/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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