Unclaimed
Nicholas Hunter Meriwether is a financial advisor at Financial Planning Center, LLP in Clarksville, Tennessee. Nicholas has been a registered investment advisor since 2008. Nicholas also has a background in insurance services, working both as a self-employed agent and as a representative of A&M Brokerage, LLC. In addition to his current position at Financial Planning Center, LLP, Nicholas has also previously worked at Evolve Securities, Inc. and U.S.-Worldwide Financial Services, Inc. Nicholas is a Chartered Financial Consultant and holds Series 6 and 63 licenses. Nicholas works with a variety of clients, including individuals, corporations, and charitable organizations. Nicholas offers financial planning, third-party money management, and other investment-related 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.
Third party money management
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.
Referral fees
1
2
TN
11/10/2020 - Present
Financial Planning Center, LLP (CLARKSVILLE TN)
TN
05/01/2006 - 12/03/2007
EVOLVE SECURITIES, INC. (ADAMS TN)
TX
09/17/1997 - 05/01/2006
U.S.-WORLDWIDE FINANCIAL SERVICES, INC. (WACO TX)
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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