Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Schreiber is a registered representative with Bolton Securities Corp. Nicolas has been in the securities industry since 2001. Nicolas is also an investment advisor representative of Bolton Global Asset Management. Nicolas has previously worked at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Nicolas is licensed in Delaware, Florida, Maryland, New Jersey, New York, and Texas. Nicolas holds Series 65, Series 66, Series 7 and SIE securities licenses.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
06/19/2023 - Present
Bolton Securities Corp. (BOLTON MA)
NY
06/01/2009 - 10/16/2018
MORGAN STANLEY (NEW YORK NY)
NY
10/09/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/12/2003 - 10/24/2008
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
07/20/2001 - 09/23/2003
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IA
Issued 06/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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