Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Lawton is a financial advisor with Pilot Capital Management Corp. based in Saint Paul, Minnesota. Nicholas holds Series 6, 63, and 65 licenses and has over 14 years of experience in the financial services industry. Nicholas's previous experience includes roles at MWA Financial Services Inc., Catholic Financial Services Corporation, Workman Securities Corporation, and Woodbury Financial Services, Inc. Nicholas specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. Nicholas is also a registered insurance agent and has a Legal Shield affiliation.
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.
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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MN
06/10/2024 - Present
Pilot Capital Management Corp. (SAINT PAUL MN)
MN
08/13/2012 - 12/31/2016
MWA FINANCIAL SERVICES INC. (PLYMOUTH MN)
WI
08/30/2010 - 08/31/2012
CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
MN
09/02/2008 - 07/06/2010
WORKMAN SECURITIES CORPORATION (MINNETONKA MN)
WI
03/02/2004 - 11/30/2006
WOODBURY FINANCIAL SERVICES, INC. (ELLSWORTH WI)
IA
Issued 12/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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