Unclaimed
Robert Nickoson is an investment advisor representative with St. Bernard Financial Services, Inc. Robert has been in the industry since 1982 and has a strong track record of providing financial advice to clients. Robert's expertise includes investment company products, variable contracts, and portfolio management for individuals and businesses. Robert also provides educational seminars to help clients understand the markets and make informed financial decisions. In addition to his work as an investment advisor representative, Robert also owns Robert Nickoson Financial Group, and is an independent insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/05/2022 - Present
ST. Bernard Financial Services, Inc. (Tallmadge OH)
OH
05/06/1998 - 06/13/2013
NEW ENGLAND SECURITIES (HIGHLAND HILLS OH)
NJ
09/08/1982 - 08/30/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/26/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 03/26/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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