Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Anthony Colello is a financial advisor with Eagle Strategies LLC. Nicholas is a registered investment advisor representative in New Jersey and a registered representative in Connecticut, New Jersey, and New York. Nicholas has been in the securities industry since 2005. Nicholas is a Series 66, Series 26, Series 7, and Series SIE licensed advisor with experience in financial planning, pension consulting, and portfolio management for individuals. Prior to joining Eagle Strategies LLC, Nicholas worked for NYLIFE SECURITIES LLC, NYLIFE DISTRIBUTORS LLC, LINCOLN FINANCIAL ADVISORS CORPORATION, and NYLIFE SECURITIES INC.
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.
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
NY
08/25/2014 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
05/02/2013 - 02/06/2017
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
04/19/2010 - 05/07/2013
NYLIFE DISTRIBUTORS LLC (SLEEPY HOLLOW NY)
NY
09/18/2006 - 12/31/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (RYE BROOK NY)
NY
06/20/2005 - 09/14/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Colello is the right advisor for you? Invested Better is here to help.
