Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Stewart is a financial advisor who has been in the industry since 2012. Nicholas is registered with PFS Investments Inc. and is licensed to provide investment advice in multiple states. Nicholas has a strong focus on investment company products and variable contracts. Nicholas is also a licensed insurance agent and may provide insurance-related services through affiliated companies. The advisor's areas of specialization include insurance and variable annuities.
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.
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.
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2
NY
08/03/2021 - Present
PFS Investments Inc. (LYNBROOK NY)
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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