Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Longpre is a financial advisor with Cambridge Investment Research Advisors, Inc. Nicolas has been in the financial services industry since 2004 and has experience working with a variety of clients, including individuals, families, and businesses. Nicolas is a Certified Financial Planner® and has a wide range of expertise in financial planning, investment management, and retirement planning. Nicolas holds licenses in multiple states and is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
HI
04/18/2018 - Present
Cambridge Investment Research Advisors, Inc. (#1240 HI)
HI
08/03/2015 - 04/23/2018
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
08/03/2009 - 08/04/2015
VSR FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
12/12/2008 - 08/03/2009
ASSOCIATED SECURITIES CORP. (HONOLULU HI)
HI
09/03/2008 - 12/16/2008
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
10/04/2007 - 08/26/2008
FSC SECURITIES CORPORATION (EWA BEACH HI)
HI
06/22/2004 - 09/18/2007
SIGNATOR INVESTORS, INC. (HONOLULU HI)
IA
Issued 01/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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