ADVISOR BIO

Nicholas Schweigert is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since March 7, 2019. Nicholas Schweigert has passed the Series 7TO, SIE, and Series 66 exams. Nicholas Schweigert has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2013. Nicholas Schweigert is registered with the following states: Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wyoming.

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ADVISOR BIO

Nicholas Nasser Khoudari is a financial advisor at Ameriprise Financial Services, LLC. Nicholas has been in the financial services industry since 2000. Ameriprise Financial Services, LLC is a large financial services firm with over $1 billion in assets under management. They provide a variety of financial planning and investment services, including asset allocation, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals.

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ADVISOR BIO

Nicholas Nicholson is a financial advisor with over 29 years of experience in the industry. Nicholas currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since February 9, 1994 and has held previous roles with BANC OF AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Nicholas has passed the Series 7, Series 63, Series 65 and SIE exams and is a Certified Financial Planner. Nicholas has provided financial advice to a wide range of clients including individuals, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Nicholas specializes in providing portfolio management, financial planning, and investment advice.

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ADVISOR BIO

Nicholas Walker is an Investment Advisor Representative with Walker Financial Advisors Inc. Nicholas is a Certified Financial Planner and has been in the industry for 2 years. Nicholas has a Series 65 license and is registered with the state of California. Walker Financial Advisors Inc. is a registered investment advisor with the SEC and is headquartered in Mission Viejo, California. The firm provides financial planning, portfolio management, and other advisory services to individual and business clients.

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ADVISOR BIO

Nicholas Lombardo is a financial professional with RBC Capital Markets, LLC in SAN FRANCISCO, CA. Nicholas has been in the industry since 2022 and has experience with First Republic Securities Company, LLC. Nicholas holds Series 7TO and Series 66 licenses. Nicholas has been registered with FINRA since 2023 and is also registered in 32 states.

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ADVISOR BIO

Nicholas Bautista is a financial advisor with Clearview Wealth Management. Nicholas has been in the financial services industry for over 7 years. Nicholas holds the Series 66 and Series 7 licenses and is a Certified Financial Planner. Nicholas has experience providing financial planning services to individuals, businesses, and charitable organizations. Nicholas is also registered to provide investment advisory services in California, Florida, Ohio, Texas, and Washington.

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ADVISOR BIO

Nicholas Thompson is an investment advisor representative with Alpha Cubed Investments, LLC. Nicholas is registered with the state of California and holds the Series 65 and SIE licenses. Nicholas has been with Alpha Cubed Investments, LLC since June 2024. Before joining Alpha Cubed Investments, LLC, Nicholas worked at Gradguard in Phoenix, Arizona, and Arizona State University Office of Planning & Budget in Tempe, Arizona. Nicholas specializes in providing financial planning services, portfolio management for individuals, and selecting other advisors.

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ADVISOR BIO

Nicholas Zahn is a registered investment advisor representative with Cetera Investment Advisers LLC. Nicholas is based in Long Beach, California. Nicholas has been in the financial services industry for over 10 years. Nicholas is registered to provide investment advice in California and is a Series 6, 7TO, 63 and 65 licensed professional. Nicholas is also registered with Cetera Financial Specialists LLC. Nicholas has extensive experience in financial services.

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ADVISOR BIO

Nicholas Garl is a financial advisor with Edward Jones. Nicholas has been in the financial services industry since June 7, 2016. Nicholas is registered as a Registered Representative and Investment Adviser Representative in California and Texas. Nicholas has a CFP® designation.

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ADVISOR BIO

Nicholas McKay is a registered representative with Wedbush Securities Inc. Nicholas has been in the financial services industry since May 5, 2010 and is registered to conduct business in California. Nicholas has a Series 7, Series 86, Series 87 and SIE license and is also registered with the Financial Industry Regulatory Authority (FINRA) in the United States. Nicholas has previously held positions at Wedbush Securities Inc. and specializes in providing financial and investment services to a wide range of clients, including individuals, businesses, and institutions. Nicholas is committed to providing clients with personalized financial advice and services that meet their specific needs and goals.

SPECIALIZATIONS