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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 Parisi is a financial advisor with Total Investment Management, Inc. in Scottsdale, Arizona. Nicholas has been in the industry since 2011, with previous experience at VANGUARD MARKETING CORPORATION. Nicholas is a Certified Financial Planner, and holds the Series 63, Series 65, Series 7, and SIE licenses. Nicholas specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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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AZ
04/08/2019 - Present
Total Investment Management, Inc. (SCOTTSDALE AZ)
AZ
09/08/2011 - 01/28/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 08/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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