Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Schummer is a registered Investment Advisor Representative with MML Investors Services, LLC, located in Oxford, MI. Nicholas has been in the financial services industry since February 2013 and has worked at Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Life Insurance Company. Nicholas has passed several industry exams including the Series 7TO, SIE, Series 6, Series 63, and Series 65. Nicholas has a strong background in financial planning, portfolio management for individuals and businesses, and pension consulting. Nicholas also offers other services such as educational seminars and asset allocation programs. Nicholas is committed to helping clients reach their financial goals.
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
MI
04/22/2022 - Present
MML Investors Services, LLC (Oxford MI)
MI
02/04/2013 - 06/28/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND BLANC MI)
IA
Issued 12/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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