Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Casuccio is a financial advisor at Fidelity Personal and Workplace Advisors. Nicholas is registered in 53 states and the District of Columbia, and has been in the industry since 2019. Previously, Nicholas worked at Equitable Advisors, LLC and Worden Capital Management LLC. Nicholas specializes in retirement planning, college savings, and estate planning. Nicholas offers a variety of financial planning services, including financial planning, educational seminars, and selection of other advisors.
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.
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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NY
04/25/2023 - Present
Fidelity Personal AND Workplace Advisors (STATEN ISLAND NY)
NJ
05/08/2020 - 10/06/2020
EQUITABLE ADVISORS, LLC (EDISON NJ)
NY
11/06/2019 - 12/02/2019
WORDEN CAPITAL MANAGEMENT LLC (New York NY)
BOTH
Issued 04/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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