Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Beare is an experienced financial advisor with over 30 years of experience in the industry. Nicholas is registered to provide investment advice in Arkansas, North Carolina and Texas. Nicholas currently works for Stephens. Nicholas is a Chartered Financial Analyst and has passed several industry exams, including the Series 7, Series 24, Series 63, and Series 79TO. Nicholas has been with Stephens since 2005. Nicholas is a specialist in various financial areas, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Nicholas has also been involved in the publication of periodicals and the selection of other advisors for clients. Nicholas is also registered to provide investment advice in Texas.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/10/2005 - Present
Stephens (DALLAS TX)
VA
08/06/2002 - 05/05/2005
MATRIX PRIVATE EQUITIES, INC. (RICHMOND VA)
NY
06/06/1994 - 06/07/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MA
11/09/1989 - 06/13/1994
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
01/20/1988 - 04/12/1988
GEORGE K. BAUM & COMPANY
BC
Issued 02/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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