Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Colello is a financial advisor with over 15 years of experience in the industry. Currently, Nicholas is registered with Eagle Strategies LLC, and has been working with the firm since 2014. Previously, Nicholas held positions with NYLIFE SECURITIES LLC, NYLIFE DISTRIBUTORS LLC, LINCOLN FINANCIAL ADVISORS CORPORATION, and NYLIFE SECURITIES INC. Nicholas is also registered as an Investment Advisor Representative (IAR) in New Jersey and is a Series 66, Series 7, Series 26, and SIE licensed professional. Nicholas's areas of specialization include retirement planning, investment management, financial planning, and insurance. Nicholas helps individuals, families, and businesses reach 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.
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
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 7/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/27/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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