Jacqueline Nicholson is a CFP-designated registered investment advisor, based in Annapolis, MD, with 16 years of industry experience.
Location
180 Admiral Cochrane Drive, Suite 520, Annapolis, MD, 21401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jacqueline is the treasurer for Saefern Saddle & Yacht Club, a tax manager at Heimlantz CPAs and Advisors, and a financial advisor at Heimlantz Financial Advisors, LLC. She also serves as a trustee for two trusts.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
Angevine & Associates, P.A.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.