Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas James Shultz is a registered representative with Northwestern Mutual Investment Services, LLC. Nicholas has been in the industry for over 10 years and has held Series 6, 7, 63 and 66 licenses. Nicholas's firm offers a range of advisory services, including portfolio management for individuals, investment research, and referrals to other advisors. In addition to his work as a financial advisor, Nicholas is also the President of Cling- In Memory of Heidi Shultz, a non-profit organization that plans to build a technical school in Haiti.
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.
Investment research; referrals to other advisers
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
FL
07/20/2021 - Present
Northwestern Mutual Investment Services, LLC (Riviera Beach FL)
BOTH
Issued 04/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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