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Nicholas J Reilly

MM Ascend Life Investor Services, LLC

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About Nicholas J Reilly

Nicholas Reilly is a financial professional with over 10 years of experience in the financial services industry. He has held positions at several firms, including Lincoln Financial Distributors, Inc., Jackson National Life Distributors LLC, and Pruco Securities, LLC. He is currently registered with MM Ascend Life Investor Services, LLC. Nicholas holds several licenses, including Series 6, 7, 26, and 63. His expertise includes investment company products, variable contracts, and general securities.

Firm Information

Nicholas Reilly is currently registered with MM Ascend Life Investor Services, LLC. MM Ascend Life Investor Services, LLC is a Limited Liability Company formed in 2021 that is registered in all 50 states and the District of Columbia. It offers other advisory services and is not currently providing active advisory services. It maintains 12 licensed agents, 12 investment adviser representatives, 12 registered representatives, and 2 investment advisory functions. The firm has filed four regulatory event disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

124

Total Financial Advisors

Services Offered

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.

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maintaining registration but not actively providing advisory services

Maintaining registration but not actively providing advisory services

Fee Structure

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.

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other

Maintaining registration but not serving clients

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Nicholas Reilly’s Registration & Firm History

OH

11/17/2020 - Present

MM Ascend Life Investor Services, LLC (CINCINNATI OH)

PA

07/03/2018 - 10/23/2020

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CO

07/14/2010 - 04/13/2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

CO

01/20/2010 - 07/06/2010

PRUCO SECURITIES, LLC. (ENGLEWOOD CO)

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Licenses & Designations

BC

Issued 02/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2016

Series 7 - General Securities Representative Examination

BC

Issued 01/18/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas J Reilly.
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