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Shannon N

Series 66

Alma, MI

International Assets Investment Management, LLC

Shannon Nagy is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining IAIM in 2015, Nagy worked at Securities America Advisors and Securities America Inc. He is also a salaried agent with Nichols Financial Group Inc., where he sells and services fixed annuity and life insurance products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, along with access to third-party managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kevin N

Series 63, Series 66

Alma, MI

International Assets Investment Management, LLC

Kevin Nichols is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked with Securities America, Inc. since 1995 and has operated Nichols Financial Group since 1986, where he is involved in fixed annuities and life insurance sales. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party managers and wrap programs to implement client strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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