Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nickolas? Claim Your ProfileNickolas Sanchez is a financial advisor with over 15 years of experience in the financial services industry. Nickolas is a Certified Financial Planner™ professional and is registered with ON Investment Management Co. Nickolas has a broad range of experience in financial planning, portfolio management, and investment advisory services. Nickolas previously worked with G.F. INVESTMENT SERVICES, LLC, FIRST HEARTLAND CAPITAL, INC., and GLP INVESTMENT SERVICES, 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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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2
MI
01/04/2018 - Present
ON Investment Management Co. (Novi MI)
GA
11/17/2010 - 05/04/2011
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
MI
12/04/2008 - 10/28/2010
FIRST HEARTLAND CAPITAL, INC. (NOVI MI)
MI
08/27/2007 - 11/26/2008
GLP INVESTMENT SERVICES, LLC (FARMINGTON HILLS MI)
IA
Issued 08/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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