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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 Fusco is a financial advisor registered with Osaic Wealth, Inc. and is licensed in the state of Connecticut. Nicholas has been in the financial industry since 2017 and holds Series 7, 24, 57, 63, 65, 99 and SIE licenses. Nicholas has experience working with individuals, high net worth individuals, corporations, and charitable organizations. In addition to his work as a financial advisor, Nicholas is an associate at Perry Law & Associates, a law firm specializing in estate planning.
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.
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
CT
08/21/2024 - Present
Osaic Wealth, Inc. (GLASTONBURY CT)
CT
02/10/2023 - 12/26/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLASTONBURY CT)
MA
08/04/2017 - 12/06/2022
CANTELLA & CO., INC. (Malden MA)
NY
01/26/2015 - 08/21/2015
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 01/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2017
Series 57 - Securities Trader Exam
BC
Issued 01/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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