Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Nichols is a Registered Representative and Investment Advisor Representative with over 8 years of experience in the financial services industry. Jeffrey Nichols is currently registered with SPC, based in Ann Arbor, MI. SPC is an SEC registered investment advisor. Prior to joining SPC, Jeffrey Nichols worked at Hanna Insurance & Financial Solutions and Parkland Securities LLC. Jeffrey Nichols holds the Series 66, Series 7TO, and SIE licenses. Jeffrey Nichols specializes in providing a variety of financial services to individual and institutional clients, including financial planning, portfolio management, and pension consulting.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
03/02/2022 - Present
SPC (ANN ARBOR MI)
BOTH
Issued 02/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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