Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Messer is a financial advisor with Kestra Advisory Services, LLC. Nicholas is based in Kalamazoo, MI and has been in the industry since June 17, 2014. Nicholas has a Series 66 and Series 7 license. Nicholas is also a Certified Financial Planner. Nicholas provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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MI
12/15/2022 - Present
Kestra Advisory Services, LLC (KALAMAZOO MI)
MI
06/18/2014 - 04/23/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (KALAMAZOO MI)
BOTH
Issued 09/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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