Unclaimed
Nickolas Tokarz is a financial advisor with Northwestern Mutual Investment Services, LLC. Nickolas has been in the financial services industry since February 2016. Nickolas specializes in helping clients with their financial planning needs. Nickolas is licensed to sell securities in 26 states. Nickolas has earned Series 6, 7, 63, and SIE licenses. Nickolas has earned a bachelor's degree in finance from Indiana University.
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 03/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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