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Ian Sears is a Registered Representative with Nicholas Wealth Management and has been in the industry since May 2024. Ian has passed the Uniform Investment Adviser Law Examination and has specialized in providing financial planning, portfolio management for individuals and investment companies. The office location for Ian at Nicholas Wealth Management is located in Marietta, GA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Radio/podcasts
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.
Educational seminar fees charged per seminar. selection of tpmm
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GA
12/05/2024 - Present
Nicholas Wealth Management (MARIETTA GA)
Active
Inactive
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