Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Punzio is a financial advisor with over 12 years of experience in the financial services industry. Nicholas is currently registered with Wealth Management Group, LLC, and holds Series 63, 66, 7, and SIE licenses. Nicholas has previously held positions with Fidelity Brokerage Services LLC, Wells Fargo Advisors, LLC, Associated Investment Services, Inc., TD Ameritrade, Inc., Optionshouse, LLC, John Hancock Distributors LLC, and Edward Jones. Nicholas specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Nicholas is committed to providing his clients with personalized advice and guidance to help them achieve 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.
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.
A percentage of the total value of assets under management is charged.
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IL
02/08/2023 - Present
Wealth Management Group, LLC (INVERNESS IL)
IL
06/06/2016 - 01/09/2023
FIDELITY BROKERAGE SERVICES LLC (GENEVA IL)
IL
06/30/2015 - 04/28/2016
WELLS FARGO ADVISORS, LLC (ELGIN IL)
IL
04/09/2014 - 07/01/2015
ASSOCIATED INVESTMENT SERVICES, INC. (AURORA IL)
IL
04/12/2013 - 04/16/2014
TD AMERITRADE, INC. (CHICAGO IL)
IL
05/25/2011 - 03/26/2013
OPTIONSHOUSE, LLC (CHICAGO IL)
IL
01/20/2009 - 07/24/2009
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
IL
07/14/2008 - 11/03/2008
EDWARD JONES (N AURORA IL)
BC
Issued 08/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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