Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald W. Nicholson is a registered investment advisor representative with Donald W. Nicholson & Associates Ltd., based in Wilmington, Delaware. Donald Nicholson has been in the industry since 1995. Donald Nicholson specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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DE
06/26/2014 - Present
Donald W. Nicholson & Associates Ltd. (WILMINGTON DE)
AZ
11/11/1996 - 03/31/2005
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
IA
08/01/1995 - 11/11/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 09/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 03/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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