Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Nichols is a financial advisor at Ameriprise Financial Services, LLC in Bloomfield Hills, Michigan. Mary has been in the industry since February 2, 2007 and has a wide range of experience. Mary is registered with the state of Michigan as a Registered Representative (Series 63) and Investment Advisor Representative (Series 65). Mary also holds the Series 7 and SIE licenses. Mary previously worked at Comerica Securities, PNC Investments, and J.P. Morgan Securities 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.
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 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.
1
2
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
04/10/2015 - 11/03/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
02/21/2012 - 04/01/2015
PNC INVESTMENTS (TROY MI)
MI
08/17/2009 - 02/17/2012
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
CA
01/28/2004 - 08/10/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IL
11/09/2001 - 11/20/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 09/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mary Nichols is the right advisor for you? Invested Better is here to help.
