Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Lentini is an investment advisor representative with Continuum Advisory, LLC, registered with the state of California. Nicholas has been in the financial services industry since March 20, 1996. Nicholas holds the Series 6, 7, 63, and 66 securities licenses, along with the SIE exam. Prior to joining Continuum Advisory, LLC, Nicholas worked with Triad Advisors LLC, Signator Investors, Inc, and Transamerica Financial Advisors, 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.
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
CA
04/17/2018 - Present
Continuum Advisory, LLC (Santa Clarita CA)
CA
04/17/2018 - 08/23/2024
TRIAD ADVISORS LLC (Santa Clarita CA)
CA
05/13/2016 - 04/23/2018
SIGNATOR INVESTORS, INC. (SANTA CLARITA CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SANTA CLARITA CA)
CA
03/21/1996 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SANTA CLARITA CA)
BOTH
Issued 05/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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