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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 Perrone is an investment advisor representative at Ameritas Advisory Services, LLC. Nicholas has been in the financial industry for over 6 years. Nicholas is licensed in Florida and Texas. Nicholas is also a Series 7TO and Series 65 licensed advisor. Nicholas is a financial advisor who focuses on providing financial planning services to individuals, corporations, and other business entities. Nicholas specializes in estate planning, business planning, retirement planning, and investment management. Nicholas is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
Solicitor fees
1
2
FL
09/26/2024 - Present
Ameritas Advisory Services, LLC (Altamonte Springs FL)
IA
Issued 09/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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