Unclaimed
Nicholas Calfee is a financial advisor at Jackson National Life Distributors LLC, a firm based in Franklin, TN. Nicholas has over 20 years of experience in the financial services industry. Nicholas is a registered representative and holds the Series 7, Series 24 and SIE licenses. Nicholas is also a registered investment advisor in Colorado, Kansas, New Mexico and Wyoming.
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.
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.
1
2
TN
04/16/2002 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
OH
05/14/1999 - 08/20/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/29/1999 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 04/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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