Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bozanich is a registered investment advisor representative with MML Investors Services, LLC, who has been in the industry since October 4, 2015. Nicholas is licensed to offer investment advice in New Jersey and Texas. He is registered with FINRA and is a member of the Securities Industry and Financial Markets Association. Nicholas has passed the Series 63, 65, 7TO, and SIE exams. Nicholas holds Series 6, 63, 65, and 7TO licenses and is currently registered in 26 states. Nicholas has a history of working in financial services, previously employed by Mass Mutual Life Insurance Company and Private Financial Group. Nicholas provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
01/24/2022 - Present
MML Investors Services, LLC (SADDLE BROOK NJ)
IA
Issued 03/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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