Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Leason is an active investment advisor representative with Eagle Strategies LLC in MAITLAND, FL. Nicholas has been in the industry since 2014 and has a strong track record of success in the financial services industry. Nicholas is a registered representative with FINRA and holds the Series 6, 7, 63 and 65 licenses. Nicholas has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice. In addition to Eagle Strategies LLC, Nicholas has previously worked with PLANMEMBER SECURITIES CORPORATION, New York Life Insurance Company and NYLIFE Securities LLC.
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.
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2
FL
04/12/2022 - Present
Eagle Strategies LLC (MAITLAND FL)
FL
03/07/2011 - 04/18/2012
PLANMEMBER SECURITIES CORPORATION (WINTER PARK FL)
IA
Issued 03/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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