Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Shealy is a registered investment advisor representative at Gladstone Wealth Partners, an SEC-registered investment advisor based in Palm Beach Gardens, Florida. Nicholas is registered with the state of Illinois and holds the Series 65 (Uniform Investment Adviser Law Examination) and Series 7TO (General Securities Representative Examination) licenses. He is involved with Puzzle Wealth Solutions and Puzzle ICS, both affiliated with Gladstone Institutional Advisory, LLC. Nicholas has a strong background in the financial services industry and has a proven track record of success. His experience includes working with clients of various types, including high-net-worth individuals, corporations, and charitable organizations. Nicholas is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
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2
FL
06/13/2021 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
IA
Issued 05/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2021
Series 7TO - General Securities Representative Examination
Active
Inactive
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