Nichol Stimac (CRD# 4344269) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Oak Brook, IL and has over 9 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Bank | Oak Brook, IL | May 2022 - Current | 1 |
| Fifth Third Securities | Oak Brook, IL | May 2022 - Current | 1 |
| Ameriprise Financial Services, LLC | Minneapolis, MN | May 2020 - Current | 3 |
| Ameriprise Financial | Downers Grove, IL | May 2020 - May 2022 | 2 |
| Pnc Investments | Clarendon Hills, IL | Jan 2014 - May 2020 | 6 |
| Pnc Investments | Clarendon Hills, IL | Jan 2014 - May 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- IL
-
Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
-
Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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