Unclaimed
Myra Nicholson is an investment advisor representative who has been working in the industry since June 2006. Myra currently works for International Assets Investment Management, LLC. Her previous employers include CSG Capital Advisors, LLC and Delta Securities Company LLC. Myra is registered with the state of Florida as a both Broker-Dealer and an Investment Advisor. Myra holds Series 7, 24, 65, 82, and SIE licenses. Myra's legal and compliance experience adds to her credentials as an advisor. Myra specializes in providing financial planning and portfolio management services to individuals, corporations and high net worth individuals.
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.
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
FL
04/14/2017 - Present
International Assets Investment Management, LLC (ORLANDO FL)
FL
04/12/2018 - 08/01/2018
CSG CAPITAL ADVISORS, LLC (ORLANDO FL)
FL
11/23/2016 - 02/14/2017
DELTA SECURITIES COMPANY LLC (ORLANDO FL)
WI
05/31/2002 - 07/27/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 06/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2016
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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