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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 Colonna is an Investment Advisor Representative at Excel Wealth Management, LLC. Nicholas has been with Excel Wealth Management, LLC since April 2023. He earned his Series 65 license on 4/30/2024. Nicholas specializes in providing financial planning and portfolio management for individuals and pension consulting.
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.
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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CT
04/30/2024 - Present
Excel Wealth Management, LLC (MANCHESTER CT)
IA
Issued 04/30/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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