Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Toadvine is a financial professional with over 20 years of experience in the financial services industry. Nicolas is a Registered Representative with Calton & Associates, Inc. Nicolas holds several securities licenses, including Series 7, 24, 26, and 66, as well as the SIE. Nicolas earned the Certified Financial Planner designation. Nicolas has been an Adjunct Professor for Florida Southern College, and a Director for the YMCA of West Central Florida, in addition to other activities. Nicolas works with individual clients, high-net-worth individuals, and pension and profit sharing plans.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
06/09/2016 - Present
Calton & Associates, Inc. (TAMPA FL)
FL
09/27/2013 - 05/02/2016
CALTON & ASSOCIATES, INC. (LAKELAND FL)
FL
12/20/2012 - 10/07/2013
CABOT LODGE SECURITIES LLC (TAMPA FL)
FL
01/06/2012 - 06/20/2012
BROOKSTONE SECURITIES, INC. (LAKELAND FL)
FL
06/26/2002 - 02/01/2012
INVESTORS CAPITAL CORP. (LAKELAND FL)
FL
05/10/2001 - 06/27/2002
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
MI
07/19/2000 - 05/09/2001
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 09/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicolas Toadvine is the right advisor for you? Invested Better is here to help.
