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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Gilliam is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry for over 16 years. Nicolas is licensed in 14 states and holds several professional certifications, including Series 65, 66, 7, 24, and SIE. Nicolas provides a range of financial services, including financial planning, asset allocation, and portfolio management for individuals, businesses, and institutions. Nicolas has a strong track record of success and is committed to helping 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
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2
NC
10/29/2020 - Present
Ameriprise Financial Services, LLC (STATESVILLE NC)
IA
Issued 07/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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