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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 Adelizi is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nicholas has been in the financial services industry since December 1999. He is a Registered Representative and Investment Advisor Representative. He holds the Series 63, 65, 7 and SIE licenses. His areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Nicholas has experience working with various clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals. He has also worked with insurance companies, banking or thrift institutions, and state or municipal government entities.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/15/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SHENANDOAH TX)
CA
07/01/2003 - 01/15/2021
WELLS FARGO CLEARING SERVICES, LLC (TEMECULA CA)
NY
04/24/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/07/1999 - 05/01/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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