Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Duane Greenman is a financial advisor with Centennial Wealth Advisory, LLC, based in Traverse City, Michigan. Nicholas has been in the financial services industry since January 2011. Nicholas is registered as an Investment Advisor Representative in Michigan and is also licensed as an insurance agent in the state. He is a graduate of Garland Lodge and Golf Resort in Lewiston, Michigan.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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MI
02/21/2019 - Present
Centennial Wealth Advisory, LLC (TRAVERSE CITY MI)
IA
Issued 01/03/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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