Unclaimed
Christopher Nichols is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Destiny Wealth Partners, LLC and has been with the firm since 2023. Previously, Christopher was with CETERA ADVISOR NETWORKS LLC, LPL FINANCIAL LLC, NFP SECURITIES, INC., and JEFFERSON PILOT SECURITIES CORPORATION. Christopher specializes in portfolio management for individuals, high net worth individuals, and pooled investment vehicles. Christopher offers various financial planning services, including retirement planning, college savings, and estate planning. Christopher is also licensed to sell fixed insurance and life settlements.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Flat fee
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2
FL
01/17/2023 - Present
Destiny Wealth Partners, LLC (Boca Raton FL)
FL
01/17/2017 - 05/08/2019
CETERA ADVISOR NETWORKS LLC (DEERFIELD BEACH FL)
FL
06/02/2014 - 01/19/2017
LPL FINANCIAL LLC (DEERFIELD BEACH FL)
FL
03/17/2008 - 06/03/2014
NFP SECURITIES, INC. (DEERFIELD BEACH FL)
FL
12/04/2002 - 03/31/2008
JEFFERSON PILOT SECURITIES CORPORATION (BOCA RATON FL)
NY
11/29/2001 - 12/05/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
WI
11/10/1999 - 12/04/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IN
08/28/2001 - 11/13/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/28/2001 - 11/13/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WI
08/20/1999 - 09/12/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 06/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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