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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hengl is a financial advisor with HFG Advisors, Inc. Nicholas Hengl provides financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Nicholas Hengl offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management. Nicholas Hengl has been a financial advisor for over 10 years and has experience working with JP Morgan Securities LLC, Edward Jones, and Forex Capital Markets.
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.
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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WA
01/06/2024 - Present
HFG Advisors, Inc. (KENNEWICK WA)
CA
05/19/2017 - 01/23/2019
J.P. MORGAN SECURITIES LLC (DANVILLE CA)
CA
11/19/2013 - 09/10/2014
EDWARD JONES (WALNUT CREEK CA)
IA
Issued 03/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2015
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 07/08/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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