Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Curtis is a financial advisor with over 15 years of experience in the industry. Nicolas currently works with Ameriprise Financial Services, LLC in Portsmouth, NH. Prior to that Nicolas worked at Commonwealth Financial Network in Kennebunk, ME, ALPS Distributors, Inc. in Portsmouth, NH, Fidelity Brokerage Services LLC in Merrimack, NH, Macquarie Capital (USA) Inc. in Boston, MA, Putnam Retail Management Limited Partnership in Andover, MA, and Fidelity Brokerage Services LLC in Merrimack, NH. Nicolas is registered to provide investment advice in 27 states, including Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington.
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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NH
09/27/2017 - Present
Ameriprise Financial Services, LLC (Portsmouth NH)
ME
04/04/2017 - 09/15/2017
COMMONWEALTH FINANCIAL NETWORK (KENNEBUNK ME)
NH
03/14/2013 - 03/21/2017
ALPS DISTRIBUTORS, INC. (PORTSMOUTH NH)
NH
06/26/2012 - 03/04/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
06/09/2009 - 05/16/2012
MACQUARIE CAPITAL (USA) INC. (BOSTON MA)
MA
06/08/2007 - 02/18/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
NH
06/30/2005 - 06/05/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 02/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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