Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Almasov is a financial advisor at Fidelity Personal And Workplace Advisors, a firm based in Boston, MA. Nicholas has been working in the financial industry since 2015 and holds Series 6, 7, 63 and 66 licenses, as well as the SIE exam. Nicholas's firm offers financial planning, educational seminars, portfolio management for businesses and individuals, as well as selection of other advisors. Nicholas's firm has over $1 billion in assets under management.
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.
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.
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2
CA
01/08/2021 - Present
Fidelity Personal AND Workplace Advisors (LOS GATOS CA)
OR
05/26/2016 - 05/05/2020
BANCWEST INVESTMENT SERVICES, INC. (GRESHAM OR)
CA
06/26/2015 - 05/24/2016
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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