Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Schlagheck is a financial advisor registered with Cape Investment Advisory, Inc. and holds licenses in Michigan and Ohio. Nicholas has been in the industry since 2018, and has worked for Lincoln Investment and Intervest International Equities Corporation. Nicholas offers financial planning services and manages portfolios 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.
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.
A percentage of the total value of assets under management is charged.
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MI
08/31/2022 - Present
Cape Investment Advisory, Inc. (Ottawa Lake MI)
OH
06/26/2020 - 01/11/2022
LINCOLN INVESTMENT (INDEPENDENCE OH)
MI
06/21/2018 - 06/29/2020
INTERVEST INTERNATIONAL EQUITIES CORPORATION (Ottawa Lake MI)
BOTH
Issued 08/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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