Unclaimed
Zachary Isaiah Nichols is a financial professional with over a decade of experience in the industry. Currently, Zachary Nichols is an active Registered Representative for TIAA-CREF Individual & Institutional Services, LLC. Zachary Nichols’ previous roles include positions with J.P. Morgan Securities LLC and Chase Investment Services Corp. Zachary Nichols holds several licenses, including Series 6, Series 63, Series 6TO, and SIE. Zachary Nichols is registered in 51 states, and holds the Uniform Securities Agent State Law Examination. Zachary Nichols is dedicated to providing guidance and support to help clients achieve their financial goals.
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.
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.
Compensation from affiliates
1
2
CO
07/05/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
02/20/2015 - 05/20/2015
J.P. MORGAN SECURITIES LLC (AURORA CO)
CO
10/01/2012 - 01/10/2013
J.P. MORGAN SECURITIES LLC (AURORA CO)
CO
12/24/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AURORA CO)
CO
07/30/2008 - 10/05/2009
CHASE INVESTMENT SERVICES CORP. (CENTENNIAL CO)
BC
Issued 07/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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