Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Shaheen is a financial advisor registered with Financial Services Of America Advisors. Nicholas has been in the industry for over 8 years, serving clients in Warren, MI and the surrounding areas. Nicholas holds Series 7, Series 66, Series 52, and Series 53 licenses and a Certified Financial Planner designation. Nicholas has been a registered representative with Financial Services Of America Advisors since 2017 and previously worked at Independence Capital Company. Nicholas specializes in working with individuals and provides financial planning, portfolio management, and insurance services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisor fees
1
2
MI
07/07/2017 - Present
Financial Services OF America Advisors (Warren MI)
MI
02/18/2015 - 12/15/2022
INDEPENDENCE CAPITAL CO., INC. (WARREN MI)
BOTH
Issued 04/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2017
Series 4 - Registered Options Principal Examination
BC
Issued 02/23/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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