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Services offered:
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Financial Planning
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Portfolio Management
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Retirement Savings
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College Savings
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Stocks/ Bonds
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Estate Planning
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Life Insurance
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Disability Insurance
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Health Insurance
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Long-Term Care
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Employee Benefits
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Business Insurance
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Qualifications:
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Retirement Planning Specialist
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Minimum Account Size:
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$250,000.00
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Fee Structures:
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Planning Fee
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Asset Based Fee
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Commission
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Years of experience:
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10
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Education:
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Bachelors Degree in Business, University of Florida
Securities Licenses:
Series 6 (Investment Company Products/Variable Contracts Limited Representative)
Series 7 (General Securities Representative)
Series 63 (Uniform Securities Agent)
Series 65 (Uniform Investment Advisor)
Life, Health and Variable Annuities License
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Age:
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34
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Foreign Languages:
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English
Greek
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Religion:
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My value to clients:
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I am committed to helping clients gain control of their financial future in what has become a difficult and challenging financial world. I feel that every client is unique and valuable, and believe that it is important to build a relationship that is based on integrity, trust and quality of services. My goal is to provide exceptional personal services while removing the limitations found in more traditional advisory situations.
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Investment/ Business Philosophy:
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Every investor is unique, so is every financial plan. This is why I use a one-to-one approach when developing a financial plan. I value my clients’ time, and respect their investment wishes. I believe in ongoing goal-based evaluation that tracks my clients’ financial progress relative to their personal goals. I am very proud to provide the highest level of financial advice and service, and deliver it using today’s latest technologies.
Please visit our website www.chrisnicholsadvisor.com for additional information.
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Target Clients:
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I specialize in the areas of wealth accumulation and preservation of capital. Some of the areas I address with my clients are investment management, retirement income, estate planning, life insurance, and small business related services. My clientele includes pre-retirees and retirees.
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Personal/ Additional Details:
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