Nicholas Ives
Financial Advisor at Iron Oaks Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor at Georgia Army National Guard
- Location
- Savannah, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Nicholas Ives
At Iron Oaks Wealth Advisors in Atlanta, GA, our team embodies a shared commitment to…
Experience
Financial Advisor
Feb 2021 — Present
Iron Oaks Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
Education
Georgia Southern University
Bachelor of Business Administration (BBA)
Skills
- Unified Managed Accounts
- Traditional Ira
- Insured Bank Deposit Program
- Investment Banking
- Profit Sharing
- Individual Retirement Account
- Saving Solutions
- Equity Investments
- Long-Term Disability
- Portfolio Review
- 401k
- Dividend Reinvestment
- Roth Ira
- Corporate Bonds
- Defined Benefit
- Financial Calculations
- Mutual Funds
- Fixed Income Investments
- Financial Services
- Term Life Insurance
- Portfolio Plan Reviews
- Municipal Bonds
- Unit Investment Trusts
- Variable Annuities
- Fixed Annuities
- Retirement Plan Options
- 403(B)
- Sep Ira
- Personal Lines of Credit
- Bonds
- Certificates of Deposit
- Simple Ira
- Systematic Investing
- Separately Managed Accounts
- Mortgage-Backed Securities
- Etfs
- Insurance
- Long-Term Care
- Qualified Retirement Plans
- Permanent Life Insurance
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