Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Wolfson is a financial advisor who has been in the industry since 2014. Nicolas is currently registered with Independent Financial Partners and is a Certified Financial Planner. Nicolas has experience working at a variety of firms, including Ameriprise Financial Services, LLC, E*TRADE Securities LLC, and T. Rowe Price Investment Services, INC. Nicolas holds licenses for Series 66, Series 7TO, SIE, and Series 7. Nicolas specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
04/15/2024 - Present
Independent Financial Partners (TAMPA FL)
FL
10/05/2022 - 12/21/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Clearwater FL)
FL
02/06/2019 - 09/30/2020
E*TRADE SECURITIES LLC (Tampa FL)
FL
03/03/2014 - 02/04/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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