Unclaimed
Nickolas Tokarz is a financial advisor with over 9 years of experience in the industry. Nickolas is currently registered with Northwestern Mutual Investment Services, LLC. Nickolas has previously been registered with a variety of firms over their career. Nickolas has passed the Series 6, Series 63, Series 7TO, SIE exams. Nickolas also holds the no known designation. Nickolas specializes in brokerage services, assisting clients with investment strategies and market analysis.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IN
02/16/2016 - Present
Northwestern Mutual Investment Services, LLC (FORT WAYNE IN)
BC
Issued 3/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nickolas Tokarz is the right advisor for you? Invested Better is here to help.