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Nils Nilsen

Ages Financial Services, Ltd.

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About Nils Nilsen

Nils Nilsen is a financial professional with over 20 years of experience in the industry. Nils is currently registered with Ages Financial Services, Ltd. and is licensed in California, Connecticut, Massachusetts, New York, and Ohio. Nils has held previous positions with Oberon Securities, LLC, Sagent Advisors, LLC, Sagent Advisors Inc., Bear, Stearns & Co. Inc., Salomon Smith Barney Inc., Credit Suisse First Boston Corporation, and Donaldson, Lufkin & Jenrette Securities Corporation.

Firm Information

Nils Nilsen is currently registered with Ages Financial Services, Ltd.. Ages Financial Services, Ltd. is a corporation registered in 53 states and the District of Columbia. It was formed on June 25, 1984. The firm has been approved by the SEC and has received three regulatory event disclosures and two arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Nils Nilsen’s Registration & Firm History

CT

04/06/2021 - Present

Ages Financial Services, Ltd. (Stamford CT)

NY

01/09/2020 - 03/03/2021

OBERON SECURITIES, LLC (NEW YORK NY)

NY

06/12/2012 - 10/01/2013

SAGENT ADVISORS, LLC (NEW YORK NY)

NY

05/24/2004 - 06/25/2009

SAGENT ADVISORS INC. (NEW YORK NY)

NY

01/29/2003 - 03/05/2004

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

10/10/2002 - 01/24/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

06/07/2001 - 04/15/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

06/07/2001 - 04/12/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

11/03/2000 - 06/01/2001

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

08/02/1994 - 06/01/2001

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NA

06/05/1990 - 04/09/1991

KLEINWORT BENSON NORTH AMERICA INC.

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Licenses & Designations

BC

Issued 01/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/07/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nils Nilsen.
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