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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Trombetta is a financial advisor with Ameriprise Financial Services, LLC, working in the Bedford, NH office. Nicholas is registered with FINRA and the state of New York. Nicholas has been in the financial services industry since December 2011. Nicholas is a Chartered Financial Analyst and holds Series 6, 7, 24, 63 and 65 licenses. Nicholas has experience working with individuals, trusts/estates, corporations, and other businesses, high-net-worth individuals, pension plans, and charitable organizations. Nicholas offers asset allocation services, financial planning, portfolio management, and educational seminars. Nicholas previously worked at Blackrock Investments, LLC in Boston, MA.
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 services
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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NH
10/16/2023 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
MA
11/30/2011 - 02/21/2017
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
IA
Issued 05/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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