Unclaimed
Nickolas Hankerson is a financial advisor who has been in the industry since July 2007. Nickolas Hankerson currently works with Planmember Securities Corp. Nickolas Hankerson is registered to provide investment advice in Arizona, California, Connecticut, Florida, Hawaii, Idaho, Kentucky, Massachusetts, Missouri, Montana, Nevada, North Carolina, Oregon, Texas, Washington, Wisconsin and Wyoming. Nickolas Hankerson is a licensed representative of Planmember Securities Corp., United Financial Northwest LLC, Summit Financial, Haven Financial Group, and Cornerstone Financial Planning Group. Nickolas Hankerson provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/10/2022 - Present
Planmember Securities Corp. (CARPINTERIA CA)
OR
01/03/2017 - 02/17/2017
LINCOLN INVESTMENT (PORTLAND OR)
OR
08/02/2010 - 01/03/2017
LEGEND EQUITIES CORPORATION (PORTLAND OR)
OR
07/30/2007 - 08/05/2010
AXA ADVISORS, LLC (TIGARD OR)
BOTH
Issued 08/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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