Unclaimed
Nicholas Michels is an investment advisor representative with Michels Family Financial, LLC. Nicholas has been in the industry for over 10 years, previously working for Edward Jones. Nicholas is a registered investment advisor representative in Texas and holds a Series 66, Series 7 and SIE license. Nicholas specializes in financial planning and pension consulting.
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.
Consulting
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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2
TX
06/16/2022 - Present
Michels Family Financial, LLC (FORT WORTH TX)
TX
05/16/2012 - 06/21/2022
EDWARD JONES (FT WORTH TX)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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