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Nick Durst is a financial advisor with Wells Fargo Clearing Services, LLC. Nick has been in the financial industry since March 13, 2018. Nick is a licensed registered representative, holding a Series 66, Series 7, Series 9, and Series 10 license. Nick specializes in retirement planning, estate planning, investment management, insurance, and college savings. Previously, Nick worked at Edward Jones. Nick is dedicated to providing personalized financial advice to help clients reach their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
06/07/2018 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MO
06/21/2017 - 09/13/2017
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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