Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Knapik is an investment advisor representative at Avidian Wealth Solutions, a firm based in Houston, Texas. Nicolas has been in the industry since 1997, previously working at firms such as Charles Schwab & Co., Inc., A. G. Edwards & Sons, Inc., Quick & Reilly, Inc., Dean Witter Reynolds Inc., and NYLIFE Securities Inc. Nicolas is registered with the state of Texas and holds a Series 6, Series 7, Series 31 and Series 63. Nicolas provides portfolio management, financial planning, and educational seminars to 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.
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.
A percentage of the total value of assets under management is charged.
Mgmt of pooled investment vehicles
1
2
FL
01/19/2023 - Present
Avidian Wealth Solutions (Jenson Beach FL)
TX
11/16/2004 - 07/28/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
01/30/2004 - 08/06/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
03/21/2001 - 02/22/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/27/1999 - 04/10/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/10/1998 - 07/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/06/1997 - 06/13/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Nicolas Knapik is the right advisor for you? Invested Better is here to help.
