Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Lezama is a financial professional with over 20 years of experience in the financial services industry. Nicolas is a registered representative of State Farm Investment Management Corp. in Colorado. Nicolas has a strong background in various financial products and services. His expertise includes investment company products, variable contracts, and general securities. Nicolas is also a Chartered Financial Consultant, demonstrating a commitment to professional development and client service. Nicolas is committed to providing personalized financial advice and strategies that meet the unique needs of each client.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CO
08/16/2018 - Present
State Farm Investment Management Corp. (Greeley CO)
CA
09/08/2000 - 09/02/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
06/15/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
MO
05/26/1999 - 01/25/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MN
07/27/1998 - 03/30/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
IL
02/09/1996 - 07/14/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 11/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/01/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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