Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Scheumann is a financial advisor registered with LPL Financial LLC. Nicholas has been in the financial services industry since November 12, 2002. Nicholas has a Series 7, Series 63 and Series 65 licenses and is registered in 15 states. Nicholas specializes in working with individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans and investment clubs. Nicholas is also a board member of the City of Auburn. Nicholas is a dedicated financial advisor who is committed to helping clients achieve 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.
Consulting and other non-discretionary advisory services
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.
1
2
IN
02/14/2018 - Present
LPL Financial LLC (Auburn IN)
IN
02/27/2015 - 02/14/2018
SII INVESTMENTS, INC. (Auburn IN)
IN
11/13/2002 - 03/09/2015
LPL FINANCIAL LLC (AUBURN IN)
IA
Issued 01/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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