Nickolas Sanchez, financial advisor Farmington Hills MI
96 score

Nickolas Sanchez

CRD Number: 5396215
Current Firm: On Investment Management Co

Nickolas Sanchez (CRD# 5396215) is an Investment Advisor Representative working at On Investment Management Co in Farmington Hills, MI and has over 9 years of experience in the finance industry. Nickolas Sanchez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Jun 2011 - Current 5
O.n. Investment Management Company Cincinnati, OH Jun 2011 - Current 5
Fai Advisors Farmington Hills, MI May 2011 - Current 5
Ohio National Financial Services Cincinnati, OH May 2011 - Current 5
Gf Investment Services, LLC Sarasota, FL Nov 2010 - May 2011 < 1
Global Financial Private Capital, LLC Sarasota, FL Oct 2010 - May 2011 < 1
First Heartland Capital Lake St Louis, MO Dec 2008 - Oct 2010 1
Glp Investment Services LLC Farmington Hills, MI Jul 2007 - Nov 2008 1
Glp Investment Services, LLC Farmington Hills, MI Apr 2007 - Nov 2008 1
Quiznos Mt. Pleasant, MI Aug 2006 - Apr 2007 < 1
Quiznos Wixom, MI May 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Nickolas P. Sanchez
Phone Number: 855-262-0913
Registered State(s):
  • FL
  • IN
  • MI
  • PA
  • IL
  • MD
  • MN
  • NC
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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