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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nickolas? Claim Your ProfileNickolas Brait is a financial advisor in Oakbrook Terrace, Illinois. Nickolas has been in the financial services industry for over 38 years. Nickolas is a Certified Financial Planner and holds a Series 7, 24, 51 and 63 license. Nickolas is currently registered with Sage Private Wealth Group, LLC. Previously, Nickolas worked at Raymond James Financial Services, Inc. and Edward D. Jones & Co., L.P.. Nickolas specializes in providing financial planning, portfolio management, and family office services to individuals and businesses. Nickolas has worked as a coach at the Oechsli Institute in Park Ridge, Illinois since 2017. Nickolas also worked as an Independent Contractor for Sage Private Wealth Group since 2013.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
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2
IL
11/18/2014 - Present
Sage Private Wealth Group, LLC (OAKBROOK TERRACE IL)
IL
02/26/1999 - 10/05/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
MO
07/22/1982 - 03/01/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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