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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J Nichols is an investment advisor representative who has been working in the industry since 2006. William Nichols is currently registered with Bill FEW Associates, Inc. and previously worked at BILL FEW SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William Nichols is licensed to provide investment advice in Pennsylvania and Texas. William Nichols has passed the Series 66, Series 7TO, SIE and Series 7 exams. William Nichols has a Certified Financial Planner designation. William Nichols is affiliated with Bill Few Associates, Inc. which provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
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
PA
01/06/2015 - Present
Bill FEW Associates, Inc. (PITTSBURGH PA)
PA
01/18/2007 - 12/13/2021
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
PA
01/01/2006 - 11/20/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
BOTH
Issued 02/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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