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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Taylor is a financial advisor with over 16 years of experience in the industry. Nicholas is currently registered with Thrivent Advisor Network, LLC and is based in Minneapolis, MN. Nicholas also previously worked at Purshe Kaplan Sterling Investments and Thrivent Investment Management Inc. Nicholas holds Series 66, Series 7, and SIE licenses. Nicholas specializes in providing financial planning and investment advice to individuals, families, and businesses. Nicholas has experience working with clients across various industries and offers a range of services, including portfolio management, retirement planning, and estate planning. Nicholas is dedicated to helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice.
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.
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
MN
05/21/2020 - Present
Thrivent Advisor Network, LLC (Minneapolis MN)
MN
06/18/2020 - 08/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Minneapolis MN)
MN
01/01/2008 - 06/17/2020
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH OAKS MN)
BOTH
Issued 01/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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