Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nichols? Claim Your ProfileNichols Nelson is a financial advisor with U.S. Bancorp Investments, Inc. who is registered to conduct business in Wisconsin. Nichols has Series 63, Series 6TO, and SIE licenses and has been in the industry since May 2021. Nichols is affiliated with the Brookfield, WI branch office of U.S. Bancorp Investments, Inc. U.S. Bancorp Investments, Inc. has a broad range of client types with a strong presence in high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
05/10/2021 - Present
U.s. Bancorp Investments, Inc. (Brookfield WI)
BC
Issued 07/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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