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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Nichols is a financial advisor with United Planners' Financial Services of America A Limited Partner and has been working in the financial industry since 1982. Eric has offices in Milford, MI and Scottsdale, AZ. He is a licensed securities agent, insurance agent, and holds both Series 6 and Series 7 licenses. Eric also holds the Series 24, and SIE licenses. Eric has experience providing financial advice and products to corporations, individuals, and institutions. Eric is licensed to provide investment advice and products in many states. Eric specializes in insurance, financial planning, and wealth management.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
01/19/2010 - Present
United Planners' Financial Services OF America A Limited Partner (MILFORD MI)
MI
03/15/2005 - 08/25/2009
MUTUAL SERVICE CORPORATION (MILFORD MI)
SC
04/27/2004 - 03/17/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
01/04/1993 - 05/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
03/06/1986 - 12/31/1992
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
08/10/1982 - 02/19/1986
NML EQUITY SERVICES, INC.
BC
Issued 03/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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