Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Starosta is a financial advisor at Ameriprise Financial Services, LLC. Nicholas has been in the industry since 2022. The advisor is registered in 20 states and holds the Series 7, SIE, and Series 66 licenses. Nicholas's firm manages assets for individuals, businesses, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, corporations, and state or municipal government entities. The firm has approximately $1 billion - $10 billion in assets under management. They provide financial planning, pension consulting, educational seminars, asset allocation services, portfolio management for individuals and businesses, and selection of other advisors.
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.
Asset allocation services
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
MN
10/04/2022 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
BOTH
Issued 09/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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