Unclaimed
Nickolas Reilly is a financial advisor with One Day Wealth. Nickolas has over 7 years of experience in the financial industry. He holds a Series 66, Series 7, and SIE license. Nickolas is also a Certified Financial Planner. Previously, Nickolas was a financial advisor at WELLS FARGO ADVISORS, LLC and Cornerstone Advisors, Inc.. He provides financial planning, portfolio management for individuals and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
WA
08/22/2018 - Present
ONE DAY Wealth (SEATTLE WA)
WA
07/30/2014 - 02/23/2016
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
BOTH
Issued 08/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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