Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Martinez is a financial professional with MWA Financial Services Inc. located in North Richland Hills, Texas. Nicolas has a Series 63, Series 6TO and SIE license and is registered with FINRA and the state of Texas. Nicolas has been in the financial industry for over 20 years and specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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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TX
06/21/2024 - Present
MWA Financial Services Inc. (North Richland Hills TX)
BC
Issued 06/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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