Nicholas Halchak
CRD Number: 6981915Current Firm: United Planners' Financial Services Of America A Limited Partner
Nicholas Halchak (CRD# 6981915) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Clearwater, FL and has over 2 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Apr 2021 - Current | 3 |
| Nicholas Halchak | Clearwater, FL | Apr 2021 - Current | 3 |
| Nicholas Halchak | Clearwater, FL | Aug 2018 - Current | 6 |
| Wj Voege Financial | Clearwater, FL | Jul 2018 - Current | 6 |
| Warren Willis United Methodist Camp | Leesburg, FL | Jun 2017 - Current | 7 |
| Securities America, Inc. | Clearwater, FL | Mar 2021 - Apr 2021 | < 1 |
| Florida State University | Tallahassee, FL | Jul 2019 - Jul 2020 | 1 |
| Investacorp, Inc. | Miami, FL | Sep 2018 - Jul 2020 | 1 |
| Investacorp | Clearwater, FL | Sep 2018 - Jul 2019 | < 1 |
| Florida State University | Tallahassee, FL | Sep 2016 - Sep 2018 | 2 |
| Warren Willis Um Camp | Fruittand Park, FL | May 2017 - Feb 2018 | < 1 |
| Blue Moon Harmonicas | Clearwater, FL | Dec 2017 - Dec 2017 | < 1 |
| Eastlake High School | Tarpon Springs, FL | Aug 2012 - Aug 2016 | 4 |
| Publix | Palm Harbor, FL | Jun 2015 - Jun 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- FL
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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