Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Nicolosi is a registered investment advisor with Oppenheimer & Co. Inc. Christopher has been in the industry since 1991 and has worked at various firms including Stifel, Nicolaus & Company, Incorporated and Fidelity Brokerage Services LLC. Christopher holds Series 6, 7, 63, 65 and 66 licenses and has experience in portfolio management for individuals and businesses.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (MELVILLE NY)
NY
08/28/2012 - 03/15/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MELVILLE NY)
NY
09/16/2004 - 07/05/2012
FIDELITY BROKERAGE SERVICES LLC (GARDEN CITY NY)
NY
02/25/1991 - 08/12/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Nicolosi is the right advisor for you? Invested Better is here to help.
