Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nico? Claim Your ProfileNico Frank March is an experienced financial advisor with over 30 years of experience in the industry. Nico is currently registered with LPL Financial LLC and holds licenses in California, Texas and Wyoming. Nico has a strong track record of providing financial advice and guidance to individuals, families and businesses. Nico has a proven track record of helping clients achieve their financial goals. Nico provides a variety of financial services, including financial planning, investment management and retirement planning. Nico is committed to providing personalized service and building long-term relationships with clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/09/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
07/01/2003 - 12/14/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
NY
12/15/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/22/1982 - 11/21/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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