Unclaimed
Nicholas Flynn is a financial professional with experience in both the banking and financial services industries. Nicholas is currently registered with Principal Advised Services as a Retirement Consultant. Nicholas's professional background includes a strong focus on sales and client service. Nicholas is dedicated to providing personalized investment advice to retirement plan participants. In addition to his role at Principal Advised Services, Nicholas also works as an AVP - Advice, Education & Sales for Principal Bank. Nicholas's expertise includes offering advice on retirement planning, distribution options, and bank deposit products.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
10/22/2024 - Present
Principal Advised Services (Des Moines IA)
BC
Issued 08/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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