Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Annicchiarico is a registered representative with Fidelity Personal And Workplace Advisors in Bensalem, PA. Nicholas has been in the industry since August 2020 and holds the Series 7, SIE and Series 66 securities licenses. Nicholas's previous experience includes Equity Services, Inc., a brokerage firm in Marlton, NJ. At Fidelity Personal And Workplace Advisors, Nicholas works with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nicholas also provides financial planning, educational seminars, and portfolio management services.
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.
1
2
PA
11/27/2023 - Present
Fidelity Personal AND Workplace Advisors (BENSALEM PA)
NJ
07/21/2020 - 11/30/2022
EQUITY SERVICES, INC. (MARLTON NJ)
BOTH
Issued 09/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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