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Nick Schmitt ChFC
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 access to full service brokerage
and a complete slate of insurance products as well.
Comprehensive. Confidential. Personal.
Nick Schmitt - Professional Designation Chartered
Financial Consultant ChFC. Earned through enrollment
and completion of coursework The American College
Bryn Mawr, Pa.
Nick Schmitt - Securities Registration* Insurance
Licenses*
Series 7 Securities Registration
Series 66 Securities Registration
Series 63 Securities Registration |
Life Insurance
Annuity/Variable Annuity
Disability/Accident |
Health/GroupHealth/ HIC
*Through UVEST Financial Services
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 |
Brokered 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 |
Advisory Accounts |
Agencies |
| Business Succession |
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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 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 FINRA/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.
This site is designed for U.S.
residents only. The services offered within this
site are available exclusively through our U.S.
registered representatives. Uvest Financial Services
U.S. registered representatives may only conduct
business with residents of the states for which
they are properly registered. Please note that not
all of the investments and services mentioned are
available in every state.
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Not
FDIC Insured
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Not
Bank Guaranteed
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May
Lose Value
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Not
Guaranteed by any Government Agency
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