Years of Experience
5-20+ Years
CHEVY CHASE, MD
21 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Burkholder is a financial advisor with over 19 years of experience in the industry. Nicholas is a Certified Financial Planner™ and holds a Series 7 and Series 66 license. Nicholas currently works at Burkholder & Associates, LLC, and has previous experience at Lincoln Financial Advisors Corporation and American Express Financial Advisors Inc. Nicholas is registered with the state of Maryland, Delaware, and 12 other states. The firm specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and trusts.
SPECIALIZATIONS
GAITHERSBURG, MD
0 Disclosures
ADVISOR BIO
Nicholas Herman is a registered investment advisor representative with Elite Financial Group. Nicholas has been in the industry since 2005 and is registered in District of Columbia, Florida, Maryland, North Carolina, Texas, and Virginia. Nicholas has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Nicholas has been with Elite Financial Group since 2018 and provides financial planning and portfolio management services to individuals and businesses.
SPECIALIZATIONS
BALTIMORE, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Koloziej is a registered representative with Stifel, Nicolaus & Company, Inc. in the Baltimore office. Nicholas has been in the securities industry since July 2018 and holds Series 63, SIE, and Series 79 licenses. Nicholas previously worked at Mooreland Partners LLC. The individual focuses on providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
SPECIALIZATIONS
ROCKVILLE, MD
0 Disclosures
ADVISOR BIO
Nicholas Booth is a financial advisor with over 3 years of experience in the industry. Nicholas is currently registered with Nine Inning Finance and Nectarine. Nicholas is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Nicholas has previously worked with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicholas specializes in providing financial planning and educational seminars to individuals.
SPECIALIZATIONS
TIMONIUM, MD
22 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Ey is a financial professional with over 20 years of experience in the financial services industry. Nicholas is currently registered as a financial advisor with Cetera Investment Advisers LLC, where Nicholas provides investment advisory services to a wide range of clients. Prior to joining Cetera Investment Advisers, Nicholas was a financial advisor with Truist Investment Services, Inc. and BB&T Securities, LLC. Nicholas has a broad range of experience in financial planning, portfolio management, and investment advisory services. Nicholas holds the Series 7, Series 65, and Series 66 securities licenses, as well as the Series 26 principal license.
SPECIALIZATIONS
Annapolis, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Nickolas Chrysostomos Diamondidis is a registered representative with Morgan Stanley. Nickolas has been in the industry since April 2022 and has experience working with UBS Financial Services Inc. Nickolas holds the Series 66, Series 7TO and SIE licenses. Nickolas is registered with the states of Maryland, Texas and other states.
SPECIALIZATIONS
HUNT VALLEY, MD
0 Disclosures
ADVISOR BIO
Nicolas Abrams is a financial advisor with Opulentia, LLC. Nicolas is registered with the state of Illinois, Maryland, New York, North Carolina, and Virginia. Nicolas has been a financial advisor since 2000 and has experience in providing financial planning, educational seminars, and portfolio management for individuals. Nicolas holds Series 7, Series 24 and Series 66 licenses as well as the SIE. Nicolas is also a Certified Financial Planner.
SPECIALIZATIONS
POTOMAC, MD
14 Years Experience
1 Disclosures
ADVISOR BIO
Nicolas Ulvert is a financial advisor at Morgan Stanley with over 10 years of experience in the financial services industry. Nicolas has been registered with the state of Florida since 2012 and is also registered in Maryland, Texas, and Virginia. Nicolas specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
SPECIALIZATIONS
GAITHERSBURG, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
Nicolas Arellano paredes is a financial professional with PFS Investments Inc. Nicolas has been in the industry since December 20, 2018. Nicolas holds the Series 6 and Series 26 licenses and the SIE exam. Nicolas is registered with FINRA as an investment advisor representative. Nicolas is also registered in the states of Maryland and the District of Columbia. Nicolas is based out of the Gaithersburg, MD office of PFS Investments Inc..
SPECIALIZATIONS
No specializations listed.
Baltimore, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
Nicolas Demetris is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Nicolas has been in the industry since October 2022. Nicolas holds a Series 66 and Series 7TO license. Nicolas is registered with FINRA and the state of Maryland. Nicolas specializes in portfolio management for individuals and financial planning.
SPECIALIZATIONS