Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Van loo is a financial advisor at Raymond James Financial Services Advisors, Inc. Nicholas has been in the industry since 2013 and holds the Series 6, 7TO, 63, 65 and SIE licenses. Nicholas is a Certified Financial Planner™ professional. Nicholas has also worked at NYLIFE SECURITIES LLC, GRAND WEALTH MANAGEMENT, LLC, PADNOS, MICHIGAN FREEZE PACK, THE BANK OF HOLLAND, Bykerk Financial Services LLC, Grace Christian University, Grand Valley State University, Van Loo Wealth, and 56th Street Wealth Strategies LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
08/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (Wyoming MI)
MI
04/18/2013 - 06/06/2013
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BC
Issued 08/02/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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