Unclaimed
Nick Apoian is a financial advisor with over 20 years of experience in the industry. Nick is currently registered with GWN Securities Inc. and specializes in investment planning, retirement planning, and wealth management. Nick has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
01/03/2023 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
01/11/2013 - 12/31/2022
VOYA FINANCIAL ADVISORS, INC. (CORAL SPRINGS FL)
FL
11/07/2003 - 12/13/2012
VALIC FINANCIAL ADVISORS, INC. (WEST PALM BEACH FL)
IA
05/14/2001 - 09/02/2003
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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