Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas McCleary is a financial professional with over 10 years of experience in the financial services industry. Nicholas is currently registered with Ameritas Advisory Services, LLC and provides investment advisory services to individuals, families, and businesses. Nicholas holds a Series 66 license, Series 7 license and the Securities Industry Essentials Examination (SIE). Nicholas is also registered in 17 states and has experience with various financial products and 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.
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.
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.
Solicitor fees
1
2
MI
11/01/2021 - Present
Ameritas Advisory Services, LLC (DEWITT MI)
MI
05/08/2018 - 11/12/2018
ONEAMERICA SECURITIES, INC. (Holt MI)
MI
01/28/2013 - 05/17/2018
PRINCIPAL SECURITIES, INC. (Lansing MI)
MI
07/11/2012 - 02/14/2013
SECURIAN FINANCIAL SERVICES, INC. (LANSING MI)
BOTH
Issued 08/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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