Unclaimed
Nicholas Chason is a registered representative with MML Investors Services, LLC and has been in the financial industry since June 16, 2013. Nicholas has a Series 66, Series 7, and SIE license. Nicholas is currently licensed in 28 states for securities and 2 for investment advisor activities. Nicholas previously worked with Park Avenue Securities LLC. Nicholas specializes in financial planning, pension consulting, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
05/29/2020 - Present
MML Investors Services, LLC (Tallahassee FL)
FL
06/17/2013 - 06/04/2020
PARK AVENUE SECURITIES LLC (TALLAHASSEE FL)
BOTH
Issued 10/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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