Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Halchak is a financial advisor registered with United Planners' Financial Services of America A Limited Partner in Clearwater, Florida. Nicholas has been in the financial services industry since March 15, 2021, and holds the Series 7, Series 66, and SIE licenses. Nicholas specializes in working with individuals and families to help them achieve their financial goals. Nicholas is also a licensed insurance agent and provides non-variable insurance products in addition to investment services. Nicholas's previous employment includes Securities America, Inc. and Investacorp, Inc. in Florida.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
FL
01/01/2025 - Present
United Planners' Financial Services OF America A Limited Partner (CLEARWATER FL)
FL
03/16/2021 - 04/26/2021
SECURITIES AMERICA, INC. (CLEARWATER FL)
BOTH
Issued 09/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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