Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Watson is a financial advisor currently registered with Equitable Advisors, LLC and is located in New York, NY. Nicholas has been working in the financial industry for over 3 years and has extensive experience working with a variety of clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Nicholas is dedicated to providing financial planning, investment management, and portfolio management services that meet the needs of his clients. He holds a Series 63, Series 6TO, and SIE license. Nicholas previously held positions with J.P. Morgan Securities LLC and NYLIFE Securities LLC.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/21/2023 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
02/24/2022 - 06/29/2023
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
02/03/2020 - 02/08/2022
NYLIFE SECURITIES LLC (NEW YORK NY)
BC
Issued 11/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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