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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 Thomas Christie is a financial advisor registered with Commonwealth Financial Network and Investmark Advisory Group LLC. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional, and has over 22 years of experience in the financial services industry. Nicholas is licensed to provide investment advice in 26 states and is a registered representative of Commonwealth Financial Network, where he has been employed since 2006. Nicholas also provides advisory services as a registered investment advisor representative of Investmark Advisory Group LLC, where he has been employed since 2017. Nicholas focuses on providing financial planning and consulting services, as well as asset management services, to a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
04/10/2006 - Present
Commonwealth Financial Network (Shelton CT)
IA
Issued 12/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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