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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Fletcher is an investment advisor representative at Fisher Investments. Nicolas is registered with the state of Texas and has been in the industry since December 2023. Previously, Nicolas worked at Ameriprise Financial Services, LLC. Nicolas holds the Series 66, Series 7TO, and SIE exams. Nicolas specializes in working with high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/13/2024 - Present
Fisher Investments (PLANO TX)
TX
12/12/2023 - 08/09/2024
AMERIPRISE FINANCIAL SERVICES, LLC (PLANO TX)
BOTH
Issued 01/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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