Unclaimed
Nicholas McGuire is a registered representative with United Advisor Group, licensed in Ohio. Nicholas is a licensed investment advisor representative with over two years of experience in the industry. Nicholas offers a wide range of services, including financial planning, portfolio management, and educational seminars. Nicholas holds the Series 7TO, Series 66, and SIE licenses, as well as other professional designations.
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.
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
OH
02/07/2024 - Present
United Advisor Group (Miamisburg OH)
BOTH
Issued 01/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nicholas McGuire is the right advisor for you? Invested Better is here to help.