Unclaimed
Keith Nichol is an investment advisor representative associated with Carrera Capital Advisors. Keith has been in the industry for over 10 years and has passed the Series 7TO, Series 63, Series 6, and Series 65 examinations. Keith has experience with Northwestern Mutual Investment Services, LLC.
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.
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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MI
05/20/2024 - Present
Carrera Capital Advisors (TROY MI)
MI
10/20/2015 - 05/16/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
IA
Issued 04/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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