Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Caleb Diolosa is a financial advisor registered with Equitable Advisors, LLC and has been active in the financial services industry since December 21, 2016. Nicholas is licensed to provide investment advice in 15 states, including New York, Florida, and Illinois. Nicholas has a Series 7 and Series 66 license. Prior to working with Equitable Advisors, LLC, Nicholas worked with Fidelity Brokerage Services LLC and Scottrade, Inc. Nicholas's areas of specialization include 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.
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
NY
01/26/2023 - Present
Equitable Advisors, LLC (KINGS PARK NY)
NY
03/23/2018 - 10/12/2020
FIDELITY BROKERAGE SERVICES LLC (LAKE GROVE NY)
NY
11/22/2016 - 03/08/2018
SCOTTRADE, INC. (SAINT JAMES NY)
NY
04/18/2011 - 05/05/2011
PROTRADE SECURITIES, LLC (CARMEL NY)
BOTH
Issued 02/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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