Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Song is a financial professional with over 9 years of experience in the industry. Nicholas is currently registered with Cuso Financial Services, LP and is actively licensed as an Investment Advisor Representative in Pennsylvania. Prior to joining Cuso Financial Services, LP, Nicholas worked at LPL Financial LLC, CUNA Brokerage Services, Inc., Mutual of America Securities LLC, Mutual of America Life Insurance Company, Chartwell TSC Securities Corp., and Citizens Securities, Inc. Nicholas is committed to providing personalized financial guidance and 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
PA
05/19/2023 - Present
Cuso Financial Services, LP (Lower Burrell PA)
PA
05/18/2022 - 05/26/2023
LPL FINANCIAL LLC (LOWER BURRELL PA)
PA
07/07/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LOWER BURRELL PA)
PA
11/27/2018 - 06/16/2021
MUTUAL OF AMERICA SECURITIES LLC (PITTSBURGH PA)
PA
11/27/2018 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (PITTSBURGH PA)
PA
03/07/2017 - 10/04/2018
CHARTWELL TSC SECURITIES CORP. (Pittsburgh PA)
PA
05/15/2013 - 11/19/2015
CITIZENS SECURITIES, INC. (MONROEVILLE PA)
IA
Issued 12/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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