Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmelo? Claim Your ProfileCarmelo Nicolosi is a financial advisor with over 20 years of experience in the industry. Carmelo has worked for Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC, and is currently a registered representative in New Jersey, New York and Texas. Carmelo is also a licensed investment advisor in New Jersey, New York and Texas. Carmelo offers a range of financial services, including financial planning, asset allocation, educational seminars, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
01/08/2020 - Present
Ameriprise Financial Services, LLC (Clifton Park NY)
NY
12/11/2009 - 08/03/2012
DINOSAUR SECURITIES, L.L.C. (CLIFTON PARK NY)
NY
11/07/2006 - 12/31/2009
MCGINN, SMITH & CO., INC. (CLIFTON PARK NY)
NY
12/08/2000 - 11/08/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ALBANY NY)
MN
12/08/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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