Nicholas VlasvichCRD Number: 1196811
Current Firm: Principal Securities, Inc.
Nicholas Vlasvich (CRD# 1196811) is an Investment Advisor Representative working at Principal Securities, Inc. in Downers Grove, IL and has over 24 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Princor Financial Services Corporation||Downers Grove, IL||Mar 2014 - Current||2|
|Principal Life Insurance Company||Downers Grove, IL||Mar 2014 - Current||2|
|Ameritas Investment Corp||Lincoln, NE||Jan 2013 - Mar 2014||1|
|Advanced Insurance Services||Schaumburg, IL||Jan 1991 - Mar 2014||23|
|Nylife Securities LLC||Schaumburg, IL||Dec 2011 - Nov 2012||< 1|
|New York Life Insurance Company||Schaumburg, IL||Oct 2011 - Nov 2012||1|
|Mml Investors Services Inc.||Chicago, IL||Jun 2009 - Nov 2011||2|
|Massmutual||Chicago, IL||Feb 2009 - Nov 2011||2|
|Genworth Financial Securities Corporation||Schaumburg, IL||Apr 2007 - Mar 2009||1|
|Genworth Financial Advisors Corporation||Schaumburg, IL||Apr 2007 - Mar 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1992|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
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