Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Vanover is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Maumee, Ohio. Nicholas has been in the industry since 2013 and holds Series 6, 7, 63 and 66 licenses. Nicholas has experience working with a variety of clients, including individuals, businesses, corporations, pension plans, and insurance companies. In addition to investment advice, Nicholas also provides financial planning services, such as retirement planning. Nicholas is committed to helping clients reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
09/20/2019 - Present
Raymond James Financial Services Advisors, Inc. (MAUMEE OH)
OH
05/23/2016 - 09/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
MI
07/11/2012 - 11/17/2015
KEY INVESTMENT SERVICES LLC (ADRIAN MI)
BOTH
Issued 08/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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