Nick Beckman is acting Investment Executive at Lifetime Wealth Management Group. Nick graduated from Niagara University in 2007, earning a Bachelor's Degree in Commerce. After graduation, Nick spent 6 years living in Honolulu, HI, working in management and finance. He currently resides in Kenmore, New York, with his wife Melissa, children Brennan & Margaret, and dog Kaila.
Nick is an Investment Advisory Representative (IAR) and currently holds the following securities licenses:
- Series 6 Investment Company Products
- Series 7 General Securities Representative
- Series 63 Uniform Securities Act Examination
Nick is also licensed in the State of New York as a Life, Accident and Health Insurance Producer.
Areas of Specialization: Roth IRA's, College Savings Plans and Qualified Retirement Plans including 401(k), 403(b) and 457 plans. Retirement Planning for Generations X, Y & Z.