Unclaimed
Nicholas Silberschlag is a financial advisor with over 25 years of experience in the financial industry. He currently works at Raymond James Financial Services Advisors, Inc., a firm with a strong reputation for providing comprehensive financial advice and services. Nicholas specializes in a variety of areas including financial planning, portfolio management, and pension consulting. His commitment to providing personalized attention and a deep understanding of his clients' needs makes him a valuable resource for individuals and families seeking comprehensive financial guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
07/01/2013 - Present
Raymond James Financial Services Advisors, Inc. (GOODYEAR AZ)
AZ
06/04/1997 - 01/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
IA
Issued 07/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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