Nicholas Sefchok (CRD# 5306281) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Duncansville, PA and has over 7 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2022 - Current | 1 |
| Pensionmark Securities, LLC | Duncansville, PA | Jul 2020 - Sep 2022 | 2 |
| Pensionmark Financial Group, LLC | Duncansville, PA | Jul 2020 - Sep 2022 | 2 |
| Harvest Financial Corporation | Pittsburgh, PA | Feb 2016 - Jun 2020 | 4 |
| Jjan Financial | Hollidaysburg, PA | Feb 2016 - Jun 2020 | 4 |
| Jjan Financial | Hollidaysburg, PA | Dec 2006 - Jun 2020 | 13 |
| Wilshire Associates | Pittsburgh, PA | Jan 2012 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
- PA
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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