Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Weachter is an investment advisor representative with Fidelity Personal And Workplace Advisors. Nicolas Weachter has been in the securities industry since October 21, 2006. Nicolas Weachter is registered with the state of Pennsylvania as an Investment Adviser Representative and with the state of Texas as an Investment Adviser Representative. Nicolas Weachter is also registered with FINRA as a General Securities Representative. Nicolas Weachter has passed the Series 6, Series 7, Series 63, and Series 65 exams. Nicolas Weachter is also a Certified Financial Planner. Nicolas Weachter's current employment is with Fidelity Personal And Workplace Advisors. Nicolas Weachter's previous employment was with Vanguard Marketing Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/23/2022 - Present
Fidelity Personal AND Workplace Advisors (CENTER VALLEY PA)
PA
09/18/2006 - 09/27/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 04/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Nicolas Weachter is the right advisor for you? Invested Better is here to help.
