Unclaimed
Samuel Paul Nixon is a registered representative with Fidelity Personal and Workplace Advisors. Samuel has been in the financial industry since 2021. Samuel is licensed to sell securities in Colorado, Massachusetts, Texas and Utah. Samuel specializes in providing financial planning and investment advice to individuals and businesses. Samuel is also a registered investment advisor in Colorado and Texas. Samuel's primary office location is in Greenwood Village, Colorado.
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.
1
2
CO
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 03/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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