Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Dull is an active financial advisor based in Boca Raton, FL. Nicholas has been in the industry for 22 years, having held prior roles at VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, and Public Employees Equities Services Company. Nicholas is currently registered as a Registered Representative with Equitable Advisors, LLC, providing financial advisory services.
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.
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
FL
10/05/2020 - Present
Equitable Advisors, LLC (BOCA RATON FL)
TX
03/29/1999 - 11/12/2007
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/10/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
FL
03/29/1999 - 03/08/2000
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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