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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 Seifert is a financial advisor with Ameriprise Financial Services, LLC. Nickolas has been in the financial services industry for over five years. Nickolas has a Series 7TO and Series 66 license. Nickolas holds a Certified Financial Planner designation. Nickolas is registered to provide financial advice in Arizona, California, Colorado, Illinois, and Texas. Nickolas has previously worked at The Leaders Group, Inc., M Holdings Securities, Inc., and First Allied Securities, Inc. Nickolas is also a Board Member for Seifert, a non-investment related position. Nickolas specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation 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.
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
CA
09/04/2024 - Present
Ameriprise Financial Services, LLC (Visalia CA)
CO
11/09/2021 - 12/01/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
08/28/2019 - 06/08/2020
M HOLDINGS SECURITIES, INC. (VISALIA CA)
CA
11/20/2018 - 07/03/2019
FIRST ALLIED SECURITIES, INC. (PORTERVILLE CA)
BOTH
Issued 01/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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