Nicholas Jean-Louis (CRD# 7273827) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manchester, CT and has over 3 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Portland, CT | Jun 2020 - Current | 3 |
| Creative Financial Group | Newtown Square, PA | Jun 2020 - Aug 2020 | < 1 |
| West Chester University | West Chester, PA | Aug 2016 - May 2020 | 3 |
| Creative Financial Group | Newtown Square, PA | Feb 2020 - Mar 2020 | < 1 |
| Lorenzo And Son's Pizzeria | West Chester, PA | Feb 2017 - Mar 2020 | 3 |
| Landmark Americana | West Chester, PA | Aug 2017 - Dec 2017 | < 1 |
| Justino's Pizzeria | Staten Island, NY | Jun 2015 - Jul 2017 | 2 |
| Monsignor Farrell High School | Staten Island, NY | May 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- CT
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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