Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bohn Nicholson is a financial advisor with over 30 years of experience in the industry. Nicholson is currently registered with MML Investors Services, LLC, a firm with a broad range of financial products and services. Prior to this, Nicholson worked at MSI FINANCIAL SERVICES, INC. and LaSalle St Securities, L.L.C. Nicholson specializes in working with individuals, corporations, and charitable organizations, providing a variety of financial services including financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IL
03/15/2019 - Present
MML Investors Services, LLC (Lisle IL)
IL
02/13/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
10/19/2004 - 02/06/2009
LASALLE ST SECURITIES, L.L.C. (WOODRIDGE IL)
MA
03/16/1988 - 10/05/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/16/1988 - 10/05/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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