Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Yeomans is an investment advisor representative with Your Retirement Coach, a firm based in Marietta, GA. Nicholas has been a registered investment advisor for almost 20 years, and he brings extensive experience and knowledge to his role. Nicholas is passionate about helping individuals achieve their financial goals. Nicholas holds a Series 7, 24, and 66 license and a Certified Financial Planner designation. Nicholas has been with Your Retirement Coach since June 2004. Before that, Nicholas was with SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Succession and transition planning for business owners
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.
Third party advisory fees
1
2
GA
06/08/2015 - Present
Your Retirement Coach (MARIETTA GA)
GA
10/31/2005 - 10/25/2022
SAGEPOINT FINANCIAL, INC. (MARIETTA GA)
AZ
04/30/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 06/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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