Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Healy is an Investment Advisor Representative at Sunrise Wealth Management, LLC. Nicholas Healy has been in the industry since 1999. Nicholas Healy is also the President of Healy & Associates, a firm that provides tax planning and preparation services for individuals and small business clients.
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.
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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AZ
08/22/2002 - Present
Sunrise Wealth Management, LLC (TUCSON AZ)
TX
07/01/1999 - 08/13/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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