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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicklaus? Claim Your ProfileNicklaus Proud is a financial advisor with Confluence Financial Partners. Nicklaus has been in the financial industry for several years. Nicklaus has a Series 7TO, SIE and Series 66 license. Nicklaus focuses on financial planning and portfolio management. Nicklaus also specializes in providing advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
PA
10/27/2022 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
01/01/2021 - 07/12/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (McMurray PA)
BOTH
Issued 03/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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