Nicholas ShirkeyCRD Number: 7438282
Current Firm: Prudential Financial Planning Services
Nicholas Shirkey (CRD# 7438282) is an Investment Advisor Representative working at Prudential Financial Planning Services in West Palm Beach, FL and has 1 year of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|The Prudential Insurance Company Of America||West Palm Beach, FL||Jan 2022 - Current||< 1|
|Pruco Securities LLC||West Palm Beach, FL||Sep 2021 - Current||< 1|
|Full Time Education College||Oviedo, FL||May 2018 - Jun 2021||3|
|Full Time Pre-college Student||Stuart, FL||Jul 2011 - May 2018||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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