Unclaimed
Nickolas Magora is a financial advisor who has been in the industry since 2009. Nickolas is currently registered with Signature Equity Partners, LLC and is also licensed in Alabama, Florida, North Carolina, Ohio and Texas. Nickolas has worked with a number of firms throughout his career, including Cambridge Investment Research, Inc., United Planners' Financial Services of America a Limited Partner, Cetera Investment Services LLC, The Huntington Investment Company and LPL Financial LLC. Nickolas specializes in providing retirement plan consulting services, financial planning, and selection of other advisors. Nickolas is also a licensed insurance agent and offers long-term care, fixed annuities and life insurance.
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.
Retirement plan consulting services
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.
1
2
OH
11/15/2023 - Present
Signature Equity Partners, LLC (Westerville OH)
OH
03/16/2020 - 11/24/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Westerville OH)
OH
01/07/2019 - 03/10/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Columbus OH)
OH
08/17/2017 - 01/09/2019
CETERA INVESTMENT SERVICES LLC (COLUMBUS OH)
OH
02/01/2017 - 08/16/2017
THE HUNTINGTON INVESTMENT COMPANY (MANSFIELD OH)
OH
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (MANSFIELD OH)
OH
02/03/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (BUCYRUS OH)
OH
12/18/2008 - 01/19/2010
STATE FARM VP MANAGEMENT CORP. (NEWARK OH)
BOTH
Issued 11/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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