Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Simon is a financial advisor with over 3 years of experience in the industry. Nicolas is registered with Fidelity Personal And Workplace Advisors in Mountain View, CA. Nicolas specializes in providing financial planning and portfolio management services to individuals, corporations and businesses, and charitable organizations. Nicolas also offers educational seminars on financial planning and investment strategies. Nicolas is committed to helping clients achieve their financial goals through a personalized approach and a commitment to providing exceptional service. Nicolas holds the Series 66, 7TO, and SIE licenses. Nicolas' previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Mateo, CA.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/26/2022 - Present
Fidelity Personal AND Workplace Advisors (MOUNTAIN VIEW CA)
CA
01/10/2020 - 03/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
BOTH
Issued 12/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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