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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 D'alessandro is a financial advisor with Fidelity Personal And Workplace Advisors. Nicholas has been in the industry since 2013. Nicholas is registered with the Securities and Exchange Commission as an investment advisor representative and is registered with the Financial Industry Regulatory Authority as a general securities representative and a Registered Representative. Nicholas has also passed the Series 6, Series 7 and Series 66 exams. Nicholas has a professional designation as a Certified Financial Planner. Nicholas has experience working with individuals, high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Nicholas's current firm is Fidelity Personal And Workplace Advisors.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
05/14/2014 - 08/18/2015
EDWARD JONES (AUSTIN TX)
OK
03/22/2013 - 04/17/2014
HORNOR, TOWNSEND & KENT, INC. (OKLAHOMA CITY OK)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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