Unclaimed
Nickolas Bollerud is a financial advisor with J.p. Morgan Securities LLC. Nickolas Bollerud has been a registered representative since 2021. Nickolas Bollerud is a securities professional with experience in providing investment advice. Nickolas Bollerud previously worked at Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Nickolas Bollerud holds licenses for Series 63, 66, 7TO, 9 and 10 and is registered with several states. Nickolas Bollerud is also a registered investment advisor.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/26/2023 - Present
J.p. Morgan Securities LLC (Plano TX)
FL
03/14/2022 - 09/19/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/21/2021 - 09/19/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/29/2021 - 05/27/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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