Unclaimed
Nicholas Chavis has been in the financial industry since 2004. Nicholas is currently registered with MML Investors Services, LLC in Virginia. Nicholas previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Nicholas is a licensed Series 66, Series 24 and Series 7 representative with over 19 years of experience in the financial services industry. Nicholas specializes in working with clients to create financial plans, manage investment portfolios, and provide other financial services. Nicholas is committed to helping individuals and families achieve their financial goals and is dedicated to providing his clients with personalized service.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
05/28/2009 - Present
MML Investors Services, LLC (Glen Allen VA)
VA
05/03/2004 - 05/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)
MN
05/03/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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