Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicanor? Claim Your ProfileNicanor Camilo Trujillo is a financial advisor with Fidelity Personal and Workplace Advisors. Nicanor has been in the industry since April 2017. Nicanor has been registered with Fidelity Personal and Workplace Advisors since June 2023. Prior to joining Fidelity Personal and Workplace Advisors, Nicanor worked at Morgan Stanley and E*TRADE Securities LLC. Nicanor is licensed in Georgia and Texas and has both Series 66 and Series 63 licenses. Nicanor has also passed the Series 7 and SIE exams. Nicanor provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars.
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.
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.
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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2
GA
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
01/12/2023 - 06/28/2023
MORGAN STANLEY (Atlanta GA)
GA
04/13/2017 - 06/28/2023
E*TRADE SECURITIES LLC (Atlanta GA)
BOTH
Issued 05/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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