Unclaimed
Nicholas Grove is a financial advisor who has been working in the industry since January 11, 2010. Nicholas Grove is currently registered with Valic Financial Advisors, Inc. in Louisiana and Texas. Nicholas Grove is also a registered investment advisor in Louisiana and Texas. Nicholas Grove previously worked at EDWARD JONES in Louisiana. Nicholas Grove has passed the Series 66, SIE, and Series 7 exams. Nicholas Grove is licensed to offer investment advisory services and to sell securities in Louisiana, Texas, and California.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
A percentage of the total value of assets under management is charged.
1
2
LA
12/14/2021 - Present
Valic Financial Advisors, Inc. (BATON ROUGE LA)
LA
11/26/2009 - 11/30/2011
EDWARD JONES (LAFAYETTE LA)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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