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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brook? Claim Your ProfileBrook Alison Nichols is a financial advisor in Grand Rapids, MI, and has been in the industry since 2001. Brook is registered with Planmember Securities Corp. and is also a registered Investment Advisor in Michigan. Brook has experience in providing financial planning, pension consulting, and educational seminars. Brook has worked with a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Brook is also a Chartered Financial Consultant.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/26/2010 - Present
Planmember Securities Corp. (Grand Rapids MI)
MI
07/27/2001 - 10/27/2008
ONEAMERICA SECURITIES, INC. (GRAND RAPIDS MI)
IN
07/27/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
BC
Issued 08/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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