Verified
As a Certified Financial Planner I handle the following for clients. Fee- Based Asset Management Complete Portfolio Management Custom-tailored approaches ranging from low-risk to high-risk portfolios No Transactions Fees Mutual funds, ETFs, stocks, and bonds Debt Restructuring Budgeting Savings Strategies Maximizing Employer-provided Benefits Retirement Plan Distribution Strategies Guaranteed Income Streams Income-focused Investments Social Security Strategies Pension Analysis & Planning Medicaid Planning Estate Distribution Simplifying the Process Probate Avoidance Estate Tax Minimization Estate Maximizing Strategies How to maximize retirement plans for optimal tax savings Asset location strategies that optimize what investments go where to minimize tax repercussions Year-round tax-loss harvesting strategies to capture investment losses without missing growth opportunities Advanced tax-deferral strategies Using proper corporate structures to minimize tax liabilities Nicholas has been in the industry for 9 years and is registered in 18 states. Nicholas holds licenses for Series 6, 7, and 63. Nicholas is also a licensed Real Estate agent.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
NY
09/10/2021 - Present
LPL Enterprise, LLC (Huntington NY)
BC
Issued 01/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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