Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nicholson is a financial advisor with Valmark Advisers, Inc. based in Madison, Wisconsin. Michael has been in the financial services industry since 1969 and has extensive experience in a variety of financial planning and advisory services. Michael is registered with the following state securities authorities: California, Minnesota and Wisconsin. Michael is also a Registered Representative with FINRA. Michael is dedicated to providing personalized financial advice and guidance to help individuals and families achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
WI
04/11/2006 - Present
Valmark Advisers, Inc. (MADISON WI)
CA
04/04/2001 - 02/24/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
12/23/1998 - 07/20/2000
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
CA
03/27/1989 - 10/21/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/12/1976 - 04/13/1989
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
01/31/1982 - 04/03/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/28/1977 - 11/09/1982
LINSCO CORPORATION
NA
08/28/1974 - 02/21/1977
BRAUN, MONROE AND COMPANY
NA
05/20/1969 - 09/27/1974
LINSCO CORPORATION
BC
Issued 10/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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