Unclaimed
Dion Nickel is a financial advisor at Prime Capital Financial. Dion has been in the industry since 1996 and has a wide range of experience. Dion specializes in investment advisory services, financial planning and retirement planning. Dion also provides services to pension plans, businesses, and individuals. Dion has a strong track record of success and is committed to providing clients with personalized financial advice.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/10/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
TX
07/16/2010 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (DALLAS TX)
TX
08/24/1999 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (WYLIE TX)
NE
03/06/1996 - 07/22/1999
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 08/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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