Unclaimed
Nicolas Butchko is an experienced financial advisor with over a decade of experience in the financial services industry. Nicolas is currently registered with U.S. Bancorp Investments, Inc. and has held previous positions at J.P. Morgan Securities LLC, Chase Investment Services Corp., First Brokerage America, LLC, Zions Direct, Inc. and WM Financial Services, Inc. Nicolas's expertise covers a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and the publication of financial periodicals. Nicolas is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NV
03/31/2022 - Present
U.s. Bancorp Investments, Inc. (Las Vegas NV)
CA
01/25/2019 - 12/26/2019
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
CA
10/01/2012 - 12/18/2013
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
12/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
10/03/2007 - 06/24/2008
FIRST BROKERAGE AMERICA, L.L.C. (SAN DIEGO CA)
CA
09/26/2006 - 08/31/2007
ZIONS DIRECT, INC. (LA MESA CA)
CA
10/13/2004 - 08/21/2006
WM FINANCIAL SERVICES, INC. (LAKESIDE CA)
BC
Issued 06/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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