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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Cerullo is an investment advisor representative with Ameriprise Financial Services, LLC. Nicholas has been in the financial services industry since 2003 and has worked with a variety of clients including individuals, high-net-worth individuals, trusts/estates, corporations/businesses, insurance companies, and pension and profit-sharing plans. Nicholas offers a wide range of financial services, including financial planning, asset allocation services, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Nicholas has been registered with the state of North Carolina since 2020. Previously, Nicholas was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Nationwide Securities, LLC, and Jefferson Pilot Securities Corporation.
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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2
NC
09/18/2024 - Present
Ameriprise Financial Services, LLC (RALEIGH NC)
NC
02/09/2012 - 12/15/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
NC
10/05/2004 - 01/03/2012
NATIONWIDE SECURITIES, LLC (RALEIGH NC)
IN
06/19/2003 - 09/07/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 05/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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