Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nickolas? Claim Your ProfileNickolas Sherek is a registered representative with Choreo, LLC. Nickolas has been in the industry since August 17, 2023. Nickolas is registered with the Financial Industry Regulatory Authority (FINRA) and has been approved by the North Carolina Securities Division. Nickolas has passed the Series 7TO, SIE and Series 66 exams and is licensed in all 50 states, plus the District of Columbia, Puerto Rico, and the Virgin Islands. Nickolas provides financial planning, portfolio management, and investment review and reporting services to individuals, businesses, insurance companies, 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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
NC
11/27/2024 - Present
Choreo, LLC (Charlotte NC)
BOTH
Issued 10/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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