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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Nicolosi is an Ameriprise Financial Services, LLC advisor in Fort Myers, FL. John has been in the financial services industry since 1993 and has a wide range of experience. John's career has spanned several firms, including Summit Brokerage Services, Inc., Commonwealth Financial Network, UBS Financial Services Inc., and Pruco Securities Corporation. John holds the Series 6, 7, 30, 31, 63, and 65 licenses and has been registered with Ameriprise Financial Services, LLC since 2016. John's specializations include asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
FL
11/02/2017 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
FL
04/04/2011 - 10/14/2016
SUMMIT BROKERAGE SERVICES, INC. (FT MYERS FL)
FL
07/07/2006 - 03/28/2011
COMMONWEALTH FINANCIAL NETWORK (FORT MYERS FL)
FL
12/02/1998 - 08/01/2006
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
NJ
04/01/1993 - 09/09/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/26/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2007
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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