Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Mauricio is an investment advisor representative at Beacon Global Advisor Network, LLC, based in Miami, Florida. Nicolas has been working in the financial services industry since August 2018. Nicolas holds a Series 63 and Series 65 license and is registered to provide investment advisory services in Florida and Texas. Nicolas also holds a Series 6 and SIE license. Nicolas also works as an insurance agent, and earns commissions from insurance companies for sales of non-variable life, health, annuity and/or disability income insurance products. Nicolas previously worked at Northwestern Mutual Investment Services, LLC in San Antonio, Texas, and GWM USA, LLC, also in Miami, Florida.
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.
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.
Percentage of qualified plan assets, solicitor fees
1
2
GA
08/10/2023 - Present
Beacon Global Advisor Network, LLC (ATLANTA GA)
TX
08/17/2018 - 07/16/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
IA
Issued 10/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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