Nicholas McCleary (CRD# 6055201) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Dewitt, MI and has over 11 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Nm Financial LLC | Dewitt, MI | Nov 2021 - Current | 2 |
| Ameritas Investment Corp. | Lincoln, NE | Nov 2018 - Current | 5 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Nov 2018 - Current | 5 |
| Castle Financial Partners LLC | Dewitt, MI | May 2018 - Current | 5 |
| Optimus Insurance Brokerage LLC | Holt, MI | Nov 2018 - Aug 2022 | 3 |
| Oneamerica Securities | Holt, MI | May 2018 - Nov 2018 | < 1 |
| American United Life | Holt, MI | Apr 2018 - Nov 2018 | < 1 |
| Washington Avenue Advisors | Lansing, MI | Apr 2016 - Apr 2018 | 2 |
| Principal Life Ins Co | Lansing, MI | Jan 2013 - Apr 2018 | 5 |
| Princor Financial Services Corp | Lansing, MI | Jan 2013 - Apr 2018 | 5 |
| The Centennial Group | Lansing, MI | Jan 2013 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
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