Steve Nicklas Email & Phone Number
Managing Partner, Nicklas Wealth Management and Raymond James @ National Investments Services, Inc.
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Steve Nicklas Location
- Fernandina Beach, FL, US
Steve Nicklas Work
- 2022 -now Managing Partner, Nicklas Wealth Management and Raymond James @
- 1994 -now Financial columnist @ News-Leader/ Beaches Leader/ Nassau Record/ Ponte Vedra Leader
- 2001 -now Instructor "Investing in Today's Financial Markets" and "The Retirement Planning Series" @ Florida State College
- 2012 -now Financial Advisor, Vice President @
- 2008 -2012 First Vice President-Investments @
- 2001 -2008 First Vice President - Investments @ Prudential Financial/Wachovia Securities
- 1998 -2001 Associate Vice President-Investments @ Morgan Stanley
Steve Nicklas Education
- The College of New Jersey
(Communications/ Journalism)
1980-1983 - Texas Christian University 1979-1980
- Thomas Edison State University
Steve Nicklas Skills
- Strategic Financial Planning
- Microsoft Office
- Strategic Financial
- Investments
- Business Development
- Research
- Microsoft Excel
- Retirement
- Retirement Planning Specialist
- Series 7
- Retirement Planning
- Sales
Steve Nicklas Summary
- Steve Nicklas, based in Fernandina Beach, FL, US, is currently a Managing Partner, Nicklas Wealth Management and Raymond James at Raymond James Financial. Steve Nicklas brings experience from previous roles at News-Leader/ Beaches Leader/ Nassau Record/ Ponte Vedra Leader, Florida State College, Ameriprise Financial Services, Inc. and UBS Financial Services. Steve Nicklas holds a 1980 - 1983 The College of New Jersey. With a robust skill set that includes Strategic Financial Planning, Microsoft Office, Strategic Financial, Investments, Business Development and more. Steve Nicklas has 1 emails and 4 mobile phone numbers on RocketReach.
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