Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Jack Shedd is a financial advisor currently associated with Raymond James Financial Services Advisors, Inc. Nicholas has been a financial advisor since July 24, 2015. Nicholas holds a Series 66 license and a Series 7 license. Nicholas has been registered with the state of Virginia since August 19, 2015. Nicholas is also registered with the state of Alabama, Connecticut, District of Columbia, Florida, Illinois, Michigan, New Mexico, North Carolina, Wisconsin. Nicholas Jack Shedd has worked at Raymond James Financial Services Advisors, Inc., Mainsail Wealth Advisors. The firm has a total of 6514 clients and approximately 344868106925 dollars in assets under management. The firm provides a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals.
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
VA
08/19/2015 - Present
Raymond James Financial Services Advisors, Inc. (GLEN ALLEN VA)
BOTH
Issued 08/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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