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Nick Schmitt ChFC
Chartered Financial Consultant
200 Main St.
Coshocton, Ohio 43812
740-622-8311
740-623-2492 Fax |
Nick Schmitt has been in the financial services industry in the State of Ohio since 1995. Nick joined Ohio Heritage in 2001. Ohio Heritage Financial Services can offer our clients full service brokerage and a complete slate of insurance products as well. Comprehensive. Confidential. Personal.
Nick Schmitt - Securities and Insurance Licenses
Held
Series 7 Securities License
Series 66 Securities License
Series 63 Securities License |
Life Insurance
Annuity/Variable Annuity
Disability/Accident |
Health/GroupHealth/ HIC
Ohio Heritage Financial Services – Products & Services Available
| Retirement Planning |
College Funding |
Retirement Distribution |
Pension Lump Sum |
401k Rollover |
| Full Service Brokerage |
Mutual Funds |
Stocks |
Bonds |
CD’s |
| Traditional IRA |
Roth IRA |
SEP – IRA |
403b |
401k Plans |
| Simple IRA |
Health Insurance |
Life Insurance |
Long Term Care |
Annuities |
| Variable Annuities |
Notes |
Municipal Bonds |
Fee Based Accounts |
Agencies |
| Business Succession |
Trust Services |
Money Market |
Disability |
Group Health |
Ohio Heritage Financial Services takes the time to make sure you understand all your options and all the costs. Ohio Heritage Financial Services has all the research tools and software to give you every possible technological advantage in becoming informed about your decisions.
Ohio Heritage Financial Services is committed to being the greatest value added service that Ohio Heritage Bank has to offer. Call 622-8311 to make an appointment today.
Securities are offered by, and Financial Consultants are registered with UVEST Financial Services, Member NASD/SIPC. Certain insurance products and services are offered through UVEST Financial Services, a licensed insurance agency. Certain other insurance products are offered through Ohio Heritage Bank, a licensed insurance agency. UVEST is independent of Ohio Heritage Financial Services, Ohio Heritage Bank, and Ohio Heritage Bank Insurance Agency.
Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
Not Guaranteed by any Government Agency |
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