Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Choman is a financial advisor with A.g.p. / Alliance Global Partners. Nicholas has over 29 years of experience in the financial services industry. Nicholas has a Series 6, 7, 63, 65, 72 and SIE license and is registered in California, Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Virginia. Nicholas specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Nicholas is also a sub-adviser for a pooled investment vehicle.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NJ
12/05/2023 - Present
A.g.p. / Alliance Global Partners (Rochelle Park NJ)
NJ
11/09/2021 - 12/22/2023
AEGIS CAPITAL CORP. (Rochelle Park NJ)
NJ
04/22/2021 - 10/22/2021
LPL FINANCIAL LLC (MONTVALE NJ)
NJ
03/11/2019 - 04/26/2021
VOYA FINANCIAL ADVISORS, INC. (WOODCLIFF LAKE NJ)
NJ
10/22/2014 - 04/05/2019
LPL FINANCIAL LLC (RIDGEWOOD NJ)
NJ
09/15/1999 - 11/20/2014
CUNA BROKERAGE SERVICES, INC. (RAHWAY NJ)
NY
04/26/1999 - 09/20/1999
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
09/22/1998 - 03/12/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
PA
08/20/1997 - 09/04/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
MN
04/15/1997 - 08/25/1997
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
PA
02/02/1996 - 04/09/1997
PNC BROKERAGE CORP (PITTSBURGH PA)
CA
04/29/1994 - 05/30/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
04/15/1994 - 05/03/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
OR
11/09/1993 - 04/22/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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