Unclaimed
Nicolas Miselem is a financial advisor with Ameriprise Financial Services, LLC. Nicolas has been in the industry since January 2022 and is registered with the state of Wisconsin. Nicolas has passed the Series 7TO, SIE and Series 66 exams. Nicolas is located in Brookfield, WI and is affiliated with Ameriprise Financial Services, LLC in Brookfield, WI. Nicolas has experience working with high net worth individuals, corporations or other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, trusts/estates, and state or municipal government entities.
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
WI
07/03/2024 - Present
Ameriprise Financial Services, LLC (Brookfield WI)
WI
01/21/2022 - 07/25/2024
PRUCO SECURITIES, LLC. (Brookfield WI)
BOTH
Issued 03/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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