Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas May is a financial professional with over 15 years of experience in the financial industry. Nicholas has a broad range of experience and is currently registered with Principal Securities, Inc. in the state of Iowa. Nicholas specializes in a variety of services, including financial planning, pension consulting, and educational seminars. Nicholas has held previous positions with Ameritas Investment Corp. and Princor Financial Services Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/09/2010 - Present
Principal Securities, Inc. (DES MOINES IA)
NE
06/12/2009 - 03/24/2010
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
10/11/2006 - 03/30/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
03/03/2006 - 09/13/2006
COUNTRY CAPITAL MANAGEMENT COMPANY (WEST DES MOINES IA)
BC
Issued 01/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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