Unclaimed
Nicholas Vangeest is a financial advisor with First Heartland Consultants, Inc. Nicholas has been in the financial services industry since January 3, 2011, Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 63, and 66 securities licenses and the SIE. Nicholas is registered to provide investment advice in Alabama, Arizona, Arkansas, Florida, Michigan, Montana, North Carolina, Rhode Island, and Texas. Nicholas is also registered with FINRA and the state of Arkansas. Nicholas is a Registered Investment Advisor Representative for First Heartland Consultants, Inc. Nicholas's specializations include retirement planning, college savings, insurance, estate planning, and business planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MI
08/04/2022 - Present
First Heartland Consultants, Inc. (PORTLAND MI)
BOTH
Issued 01/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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