Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Weidner is an investment advisor representative with Ameriprise Financial Services, LLC. Nicholas is licensed in 20 states. Nicholas is also registered as an investment advisor representative with Comerica Securities and Citizens Securities, Inc. Nicholas has been in the securities industry since March 2018. Nicholas specializes in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation services
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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MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
12/03/2019 - 11/03/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
03/06/2018 - 11/26/2019
CITIZENS SECURITIES, INC. (WARREN MI)
IA
Issued 06/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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